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 6-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $562 |
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 | $14,045 | $99,957-85.9% | $149,696-90.6% | $73,488-80.9% |
| Participation rate | 81.8% | 75.7%+6.1pp | 82.5%-0.7pp | 70.7%+11.1pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,208 | $3,191-30.8% | $4,644-52.5% | $2,270-2.7% |
| Participant deferral / active EE | $5,229 | $6,073-13.9% | $6,842-23.6% | $3,740+39.8% |
| Admin fee / account holder | $19 | $551-96.5% | $9,309-99.8% | $513-96.2% |