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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.
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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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,356 |
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 | $8,912 | $82,664-89.2% | $125,339-92.9% | $68,494-87.0% |
| Participation rate | 93.7% | 75.0%+18.6pp | 82.4%+11.3pp | 67.9%+25.8pp |
| Annual return | -6.17% | -5.97%-0.2pp | 572.05%-578.2pp | -7.84%+1.7pp |
| Employer contribution / active EE | $1,443 | $3,381-57.3% | $4,814-70.0% | $2,596-44.4% |
| Participant deferral / active EE | $7,949 | $6,110+30.1% | $7,446+6.7% | $4,027+97.4% |
| Admin fee / account holder | $131 | $6,275-97.9% | $10,010-98.7% | $5,403-97.6% |