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 7-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 50 · EIN 23-1945930 | Direct Payment | $180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,748 | $73,638-86.8% | $95,952-89.8% | $73,488-86.7% |
| Participation rate | 44.8% | 76.2%-31.4pp | 77.1%-32.3pp | 70.7%-25.9pp |
| Annual return | 16.89% | 16.78%+0.1pp | 91.61%-74.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $815 | $1,863-56.3% | $2,541-67.9% | $2,270-64.1% |
| Participant deferral / active EE | $1,446 | $3,617-60.0% | $4,167-65.3% | $3,740-61.3% |
| Admin fee / account holder | $3 | $482-99.3% | $6,795-99.9% | $513-99.3% |