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 7-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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,617 | $62,624-51.1% | $177,989-82.8% | $77,643-60.6% |
| Participation rate | 42.6% | 66.8%-24.3pp | 77.1%-34.5pp | 70.6%-28.0pp |
| Annual return | 13.68% | 16.16%-2.5pp | 294.48%-280.8pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,099 | $1,909-42.4% | $3,949-72.2% | $2,726-59.7% |
| Participant deferral / active EE | $2,232 | $4,219-47.1% | $6,276-64.4% | $4,647-52.0% |
| Admin fee / account holder | $57 | $386-85.2% | $10,363-99.4% | $430-86.7% |