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.4 years Service code 19 · EIN 23-1945930 | Securities Custodian | $6,271 |
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 | $31,211 | $101,317-69.2% | $146,958-78.8% | $74,495-58.1% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 20.00% | 8730.91%-8710.9pp | 418.34%-398.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,439 | $3,810-62.2% | $4,933-70.8% | $2,623-45.1% |
| Participant deferral / active EE | $10,689 | $7,303+46.4% | $8,070+32.5% | $4,346+146.0% |
| Admin fee / account holder | $6 | $1,739-99.6% | $12,998-100.0% | $1,942-99.7% |