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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.
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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 | $22,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,390 | $55,449-66.8% | $83,848-78.1% | $56,287-67.3% |
| Participation rate | 79.5% | 68.0%+11.5pp | 76.1%+3.4pp | 69.9%+9.6pp |
| Annual return | -4.33% | -1.38%-2.9pp | 850.88%-855.2pp | -9.96%+5.6pp |
| Employer contribution / active EE | $614 | $2,430-74.8% | $3,631-83.1% | $2,111-70.9% |
| Participant deferral / active EE | $2,712 | $2,935-7.6% | $4,082-33.6% | $3,350-19.0% |
| Admin fee / account holder | $156 | $656-76.3% | $5,478-97.2% | $521-70.1% |