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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,066 |
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 | $98,082 | $122,239-19.8% | $184,203-46.8% | $74,495+31.7% |
| Participation rate | 88.7% | 85.5%+3.2pp | 86.8%+1.9pp | 67.2%+21.5pp |
| Annual return | 19.85% | 19.95%-0.1pp | 28.81%-9.0pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $2,265 | $4,537-50.1% | $6,427-64.8% | $2,623-13.7% |
| Participant deferral / active EE | $11,957 | $7,139+67.5% | $9,131+30.9% | $4,346+175.1% |
| Admin fee / account holder | $19 | $1,260-98.5% | $13,901-99.9% | $1,942-99.0% |