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 5-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,508 |
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS Service code 27 809 LAUREL ST · SAN CARLOS, CA 94070 | Advisory (Plan) | $17,545 |
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 | $30,811 | $84,487-63.5% | $125,339-75.4% | $66,914-54.0% |
| Participation rate | 93.9% | 76.4%+17.4pp | 82.4%+11.5pp | 69.8%+24.1pp |
| Annual return | -17.63% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,352 | $3,553-33.8% | $4,814-51.1% | $2,544-7.5% |
| Participant deferral / active EE | $4,494 | $6,781-33.7% | $7,446-39.6% | $4,237+6.1% |
| Admin fee / account holder | $161 | $685-76.5% | $10,010-98.4% | $593-72.9% |