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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,253 |
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 | $43,775 | $79,013-44.6% | $100,391-56.4% | $74,495-41.2% |
| Participation rate | 68.3% | 79.5%-11.2pp | 81.5%-13.2pp | 67.2%+1.1pp |
| Annual return | 16.79% | 20.41%-3.6pp | 49.20%-32.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,540 | $3,021-15.9% | $3,942-35.6% | $2,623-3.2% |
| Participant deferral / active EE | $7,490 | $7,760-3.5% | $8,082-7.3% | $4,346+72.3% |
| Admin fee / account holder | $83 | $1,320-93.7% | $7,899-98.9% | $1,942-95.7% |