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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,031 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLP. Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $10,697 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,610 | $50,458-81.0% | $159,960-94.0% | $64,808-85.2% |
| Participation rate | 91.8% | 68.0%+23.7pp | 78.0%+13.8pp | 71.5%+20.3pp |
| Annual return | -17.31% | -13.42%-3.9pp | 408.60%-425.9pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,263 | $1,722+31.4% | $4,226-46.4% | $2,506-9.7% |
| Participant deferral / active EE | $3,049 | $4,004-23.8% | $6,182-50.7% | $4,310-29.3% |
| Admin fee / account holder | $99 | $706-86.0% | $8,698-98.9% | $188-47.2% |