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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.
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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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,101 | $56,152-53.5% | $185,823-86.0% | $73,409-64.4% |
| Participation rate | 36.9% | 67.6%-30.7pp | 78.0%-41.2pp | 72.2%-35.3pp |
| Annual return | 19.06% | 17.59%+1.5pp | 35.95%-16.9pp | 59.29%-40.2pp |
| Employer contribution / active EE | $862 | $1,532-43.7% | $4,087-78.9% | $2,234-61.4% |
| Participant deferral / active EE | $1,687 | $3,659-53.9% | $5,632-70.0% | $3,805-55.7% |
| Admin fee / account holder | $32 | $132-75.9% | $9,500-99.7% | $158-79.8% |