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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $246,622 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,830 | $42,419-8.5% | $104,294-62.8% | $77,904-50.2% |
| Participation rate | 75.5% | 51.6%+23.9pp | 73.3%+2.2pp | 73.7%+1.8pp |
| Annual return | -0.46% | -11.16%+10.7pp | 24.61%-25.1pp | 12.21%-12.7pp |
| Employer contribution / active EE | $1,492 | $1,105+35.0% | $3,372-55.8% | $2,848-47.6% |
| Participant deferral / active EE | $2,809 | $1,992+41.0% | $4,625-39.3% | $4,806-41.5% |
| Admin fee / account holder | $44 | $117-62.6% | $7,339-99.4% | $133-66.9% |