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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,970 | $100,801-70.3% | $149,696-80.0% | $73,409-59.2% |
| Participation rate | 50.6% | 77.7%-27.1pp | 82.5%-31.9pp | 72.2%-21.6pp |
| Annual return | 56.22% | 265.34%-209.1pp | 276.60%-220.4pp | 59.29%-3.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,096 | $6,404+10.8% | $6,842+3.7% | $3,805+86.5% |
| Admin fee / account holder | $4 | $181-97.6% | $9,309-100.0% | $158-97.2% |