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 | $25,018 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $15,300 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,453 | $56,972-83.4% | $182,532-94.8% | $65,185-85.5% |
| Participation rate | 94.1% | 66.5%+27.6pp | 78.0%+16.1pp | 70.2%+23.9pp |
| Annual return | 35.53% | 27.67%+7.9pp | 148.54%-113.0pp | 29.38%+6.1pp |
| Employer contribution / active EE | $2,133 | $1,615+32.1% | $4,076-47.7% | $2,177-2.0% |
| Participant deferral / active EE | $2,905 | $3,526-17.6% | $5,524-47.4% | $3,514-17.3% |
| Admin fee / account holder | $193 | $528-63.5% | $8,592-97.8% | $847-77.2% |