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 37 · EIN 23-1945930 | Loan Processing | $12,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,814 | $104,475-40.8% | $159,436-61.2% | $79,386-22.1% |
| Participation rate | 64.2% | 76.6%-12.5pp | 82.8%-18.7pp | 70.7%-6.6pp |
| Annual return | 20.14% | 67.95%-47.8pp | 263.57%-243.4pp | 116.85%-96.7pp |
| Employer contribution / active EE | $1,902 | $3,417-44.3% | $4,829-60.6% | $2,427-21.7% |
| Participant deferral / active EE | $7,269 | $6,467+12.4% | $7,352-1.1% | $4,046+79.7% |
| Admin fee / account holder | $71 | $711-90.0% | $10,799-99.3% | $626-88.6% |