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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,750 | $45,602-47.9% | $117,472-79.8% | $66,914-64.5% |
| Participation rate | 42.6% | 57.6%-15.1pp | 70.6%-28.0pp | 69.8%-27.2pp |
| Annual return | -16.48% | -16.74%+0.3pp | 29.74%-46.2pp | 1.58%-18.1pp |
| Employer contribution / active EE | $144 | $1,579-90.9% | $4,176-96.5% | $2,544-94.3% |
| Participant deferral / active EE | $1,363 | $2,845-52.1% | $4,070-66.5% | $4,237-67.8% |
| Admin fee / account holder | $137 | $661-79.3% | $5,645-97.6% | $593-77.0% |