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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,597 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,770 | $104,475-62.9% | $159,436-75.7% | $79,386-51.2% |
| Participation rate | 60.4% | 76.6%-16.2pp | 82.8%-22.4pp | 70.7%-10.3pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $1,684 | $3,417-50.7% | $4,829-65.1% | $2,427-30.6% |
| Participant deferral / active EE | $3,840 | $6,467-40.6% | $7,352-47.8% | $4,046-5.1% |
| Admin fee / account holder | $9 | $711-98.8% | $10,799-99.9% | $626-98.6% |