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 9-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 | $10,542 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,923 | $113,016-29.3% | $103,476-22.8% | $74,495+7.3% |
| Participation rate | 96.0% | 80.8%+15.3pp | 80.5%+15.5pp | 67.2%+28.8pp |
| Annual return | 12.92% | 23.24%-10.3pp | 23.90%-11.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,044 | $4,881-17.2% | $4,672-13.4% | $2,623+54.2% |
| Participant deferral / active EE | $8,312 | $7,279+14.2% | $6,623+25.5% | $4,346+91.3% |
| Admin fee / account holder | $31 | $1,709-98.2% | $9,413-99.7% | $1,942-98.4% |