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 |
|---|---|---|
QUANTITATIVE PROCESS, LLC3+ years Service code 27 · EIN 46-1090088 | Advisory (Plan) | $11,134 |
THE VANGUARD GROUP, INC.3+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $10,979 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,443 | $50,958-30.4% | $74,550-52.5% | $64,186-44.8% |
| Participation rate | 72.9% | 61.1%+11.9pp | 69.1%+3.8pp | 69.6%+3.4pp |
| Annual return | -6.50% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $653 | $1,115-41.5% | $1,961-66.7% | $2,381-72.6% |
| Participant deferral / active EE | $3,936 | $2,301+71.0% | $3,108+26.6% | $3,470+13.4% |
| Admin fee / account holder | $184 | $4,223-95.6% | $5,060-96.4% | $4,888-96.2% |