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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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,515 | $95,274-57.5% | $135,903-70.2% | $74,419-45.6% |
| Participation rate | 36.8% | 78.2%-41.4pp | 81.9%-45.1pp | 70.7%-33.9pp |
| Annual return | 26.54% | 32.77%-6.2pp | 68.23%-41.7pp | 34.38%-7.8pp |
| Employer contribution / active EE | $2,658 | $3,874-31.4% | $4,856-45.3% | $2,637+0.8% |
| Participant deferral / active EE | $8,026 | $7,782+3.1% | $7,758+3.5% | $4,528+77.3% |
| Admin fee / account holder | $75 | $266-72.0% | $10,762-99.3% | $348-78.6% |