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 | $8,733 |
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 | $28,773 | $55,416-48.1% | $75,972-62.1% | $77,643-62.9% |
| Participation rate | 36.0% | 63.6%-27.6pp | 69.1%-33.1pp | 70.6%-34.6pp |
| Annual return | 12.73% | 17.07%-4.3pp | 359.55%-346.8pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,347 | $1,788-24.6% | $2,685-49.8% | $2,726-50.6% |
| Participant deferral / active EE | $2,201 | $3,447-36.2% | $4,255-48.3% | $4,647-52.6% |
| Admin fee / account holder | $44 | $414-89.3% | $6,467-99.3% | $430-89.7% |