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 3-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,556 |
ACTION POINT RETIREMENT3+ years Service code 27 · EIN 47-5431518 | Advisory (Plan) | $17,003 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,465 | $88,083-43.8% | $164,813-70.0% | $74,495-33.6% |
| Participation rate | 92.3% | 73.0%+19.2pp | 78.6%+13.6pp | 67.2%+25.1pp |
| Annual return | 11.86% | 17.26%-5.4pp | 69.93%-58.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,508 | $2,593-41.8% | $4,341-65.3% | $2,623-42.5% |
| Participant deferral / active EE | $3,707 | $4,498-17.6% | $6,031-38.5% | $4,346-14.7% |
| Admin fee / account holder | $192 | $2,234-91.4% | $12,690-98.5% | $1,942-90.1% |