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 | $3,245 |
ISC ADVISORS INC5 years Filed as: ISC ADVISORS Service code 27 3500 OAK LAWN · DALLAS, TX 75219 | Advisory (Plan) | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,128 | $95,880-57.1% | $107,525-61.8% | $85,563-51.9% |
| Participation rate | 32.8% | 70.1%-37.3pp | 75.1%-42.2pp | 66.0%-33.1pp |
| Annual return | 17.91% | 68.06%-50.2pp | 181.32%-163.4pp | 31.51%-13.6pp |
| Employer contribution / active EE | $1,147 | $3,812-69.9% | $3,754-69.4% | $2,654-56.8% |
| Participant deferral / active EE | $1,560 | $4,201-62.9% | $5,116-69.5% | $4,375-64.4% |
| Admin fee / account holder | $20 | $1,025-98.1% | $8,919-99.8% | $834-97.6% |