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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,473 |
401K INVESTMENT PROF.6 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $24,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,663 | $47,126-28.6% | $149,673-77.5% | $74,419-54.8% |
| Participation rate | 34.6% | 63.4%-28.8pp | 78.8%-44.2pp | 70.7%-36.2pp |
| Annual return | 17.84% | 22.75%-4.9pp | 134.42%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $469 | $1,905-75.4% | $4,818-90.3% | $2,637-82.2% |
| Participant deferral / active EE | $1,411 | $2,728-48.3% | $5,680-75.2% | $4,528-68.8% |
| Admin fee / account holder | $136 | $343-60.3% | $13,210-99.0% | $348-60.9% |