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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,156 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,041 |
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 | $97,489 | $82,202+18.6% | $125,339-22.2% | $64,808+50.4% |
| Participation rate | 94.1% | 77.9%+16.2pp | 82.4%+11.7pp | 71.5%+22.6pp |
| Annual return | -16.30% | 3.48%-19.8pp | 572.05%-588.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $4,432 | $3,615+22.6% | $4,814-7.9% | $2,506+76.9% |
| Participant deferral / active EE | $6,252 | $7,175-12.9% | $7,446-16.0% | $4,310+45.1% |
| Admin fee / account holder | $169 | $163+3.3% | $10,010-98.3% | $188-10.2% |