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, LLC4+ years Service code 26 · EIN 46-1090088 | Advisory (Participants) | $21,089 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,506 |
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 | $24,664 | $47,977-48.6% | $154,107-84.0% | $56,287-56.2% |
| Participation rate | 95.8% | 66.2%+29.6pp | 83.0%+12.8pp | 69.9%+26.0pp |
| Annual return | -6.24% | 3.54%-9.8pp | 735.12%-741.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,045 | $2,169-51.8% | $5,298-80.3% | $2,111-50.5% |
| Participant deferral / active EE | $1,873 | $2,392-21.7% | $5,081-63.1% | $3,350-44.1% |
| Admin fee / account holder | $167 | $438-61.9% | $13,411-98.8% | $521-67.9% |