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 5-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,225 |
SAIPH CAPITAL LLC2 years Service code 27 · EIN 86-2052065 | Advisory (Plan) | $16,855 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,527 | $50,815-39.9% | $155,509-80.4% | $77,643-60.7% |
| Participation rate | 53.8% | 63.1%-9.4pp | 78.2%-24.4pp | 70.6%-16.8pp |
| Annual return | 16.01% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,285 | $1,993-35.5% | $4,672-72.5% | $2,726-52.9% |
| Participant deferral / active EE | $3,597 | $2,822+27.5% | $5,626-36.1% | $4,647-22.6% |
| Admin fee / account holder | $213 | $437-51.3% | $15,912-98.7% | $430-50.6% |