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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.
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,935 |
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 | $52,051 | $106,028-50.9% | $146,958-64.6% | $77,643-33.0% |
| Participation rate | 33.6% | 78.4%-44.8pp | 82.2%-48.5pp | 70.6%-37.0pp |
| Annual return | 20.99% | 56.73%-35.7pp | 418.34%-397.3pp | 31.24%-10.2pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,287 | $7,990-33.8% | $8,070-34.5% | $4,647+13.8% |
| Admin fee / account holder | $10 | $337-97.2% | $12,998-99.9% | $430-97.8% |