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.
See the 7-year trajectory with Solo.
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 | $2,880 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,727 | $69,477-45.7% | $94,646-60.1% | $71,457-47.2% |
| Participation rate | 66.7% | 78.4%-11.8pp | 80.8%-14.2pp | 67.9%-1.3pp |
| Annual return | 26.79% | 29.66%-2.9pp | 156.71%-129.9pp | 28.85%-2.1pp |
| Employer contribution / active EE | $2,329 | $2,853-18.4% | $3,672-36.6% | $2,588-10.0% |
| Participant deferral / active EE | $7,925 | $7,345+7.9% | $7,418+6.8% | $4,289+84.8% |
| Admin fee / account holder | $23 | $1,210-98.1% | $7,231-99.7% | $1,587-98.5% |