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 8-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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,965 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,030 | $72,254-79.2% | $86,677-82.7% | $64,808-76.8% |
| Participation rate | 98.5% | 80.4%+18.1pp | 76.6%+21.9pp | 71.5%+27.0pp |
| Annual return | -9.36% | 392.42%-401.8pp | 35.91%-45.3pp | 32.82%-42.2pp |
| Employer contribution / active EE | $2,672 | $2,393+11.7% | $2,836-5.8% | $2,506+6.6% |
| Participant deferral / active EE | $3,586 | $4,658-23.0% | $4,656-23.0% | $4,310-16.8% |
| Admin fee / account holder | $32 | $174-81.5% | $7,493-99.6% | $188-82.9% |