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 6-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,368 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,682 | $76,050-83.3% | $96,544-86.9% | $71,457-82.3% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.4pp | 67.9%+31.4pp |
| Annual return | 23.30% | 22.81%+0.5pp | 25.84%-2.5pp | 28.85%-5.5pp |
| Employer contribution / active EE | $1,741 | $2,244-22.4% | $2,965-41.3% | $2,588-32.7% |
| Participant deferral / active EE | $2,817 | $4,215-33.2% | $4,851-41.9% | $4,289-34.3% |
| Admin fee / account holder | $29 | $2,707-98.9% | $8,252-99.6% | $1,587-98.2% |