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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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,070 |
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 | $29,152 | $56,638-48.5% | $169,368-82.8% | $74,419-60.8% |
| Participation rate | 40.3% | 67.5%-27.2pp | 77.1%-36.9pp | 70.7%-30.4pp |
| Annual return | 20.99% | 24.75%-3.8pp | 405.60%-384.6pp | 34.38%-13.4pp |
| Employer contribution / active EE | $957 | $2,027-52.8% | $4,013-76.2% | $2,637-63.7% |
| Participant deferral / active EE | $2,183 | $4,223-48.3% | $6,221-64.9% | $4,528-51.8% |
| Admin fee / account holder | $51 | $307-83.4% | $9,003-99.4% | $348-85.4% |