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 10-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.3 years Service code 19 · EIN 23-1945930 | Securities Custodian | $15,611 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,112 | $91,407-72.5% | $135,903-81.5% | $71,457-64.9% |
| Participation rate | 96.6% | 75.7%+20.9pp | 81.9%+14.6pp | 67.9%+28.6pp |
| Annual return | 23.58% | 29.90%-6.3pp | 68.23%-44.6pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,840 | $3,703-50.3% | $4,856-62.1% | $2,588-28.9% |
| Participant deferral / active EE | $12,890 | $7,092+81.8% | $7,758+66.2% | $4,289+200.6% |
| Admin fee / account holder | $35 | $1,266-97.3% | $10,762-99.7% | $1,587-97.8% |