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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.
See the 8-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,453 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,422 | $76,050-85.0% | $96,544-88.2% | $71,457-84.0% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.1pp | 67.9%+26.1pp |
| Annual return | 19.90% | 22.81%-2.9pp | 25.84%-5.9pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,395 | $2,244-37.8% | $2,965-52.9% | $2,588-46.1% |
| Participant deferral / active EE | $2,944 | $4,215-30.2% | $4,851-39.3% | $4,289-31.4% |
| Admin fee / account holder | $53 | $2,707-98.1% | $8,252-99.4% | $1,587-96.7% |