See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,399 | $89,652-61.6% | $141,162-75.6% | $65,185-47.2% |
| Participation rate | 60.8% | 74.7%-13.9pp | 82.5%-21.7pp | 70.2%-9.4pp |
| Annual return | 38.45% | 32.79%+5.7pp | 71.39%-32.9pp | 29.38%+9.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,684 | $5,691+52.6% | $6,709+29.4% | $3,514+147.2% |
| Admin fee / account holder | $33 | $569-94.3% | $10,261-99.7% | $847-96.2% |