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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $383,609 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $62,109 |
Service code 27 · EIN 84-1612955 | Advisory (Plan) | $27,445 |
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 | $45,816 | $31,741+44.3% | $56,411-18.8% | $199,593-77.0% |
| Participation rate | 96.6% | 32.3%+64.2pp | 52.5%+44.1pp | 72.0%+24.6pp |
| Annual return | 14.09% | 14.72%-0.6pp | 1701.33%-1687.2pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,668 | $508+228.6% | $1,039+60.6% | $3,034-45.0% |
| Participant deferral / active EE | $4,689 | $1,184+296.0% | $1,952+140.2% | $5,087-7.8% |
| Admin fee / account holder | $140 | $426-67.2% | $2,829-95.1% | $269-47.9% |