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 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 | $158,524 |
EQUITY SERVICES INC3 years Service code 27 1400 NORTH PROVIDENCE ROAD · MONTPELIER, VT 05604 | Advisory (Plan) | $24,713 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,450 | $54,193-78.9% | $93,606-87.8% | $77,643-85.3% |
| Participation rate | 96.7% | 63.9%+32.8pp | 68.7%+28.0pp | 70.6%+26.2pp |
| Annual return | 15.97% | 30.54%-14.6pp | 133.20%-117.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,325 | $3,144+37.6% | $4,411-2.0% | $4,647-6.9% |
| Admin fee / account holder | $195 | $576-66.2% | $8,285-97.6% | $430-54.8% |