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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.
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,815 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,286 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,832 | $64,909-69.4% | $82,313-75.9% | $62,292-68.2% |
| Participation rate | 73.5% | 74.9%-1.4pp | 76.9%-3.4pp | 69.5%+4.0pp |
| Annual return | 16.23% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $660 | $1,676-60.6% | $2,428-72.8% | $2,042-67.7% |
| Participant deferral / active EE | $2,307 | $3,103-25.7% | $3,706-37.8% | $3,169-27.2% |
| Admin fee / account holder | $166 | $440-62.3% | $5,608-97.0% | $479-65.4% |