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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 4-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 | $14,750 |
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 | $55,669 | $50,815+9.6% | $155,509-64.2% | $77,643-28.3% |
| Participation rate | 77.6% | 63.1%+14.5pp | 78.2%-0.6pp | 70.6%+7.1pp |
| Annual return | 47.69% | 34.80%+12.9pp | 64.67%-17.0pp | 31.24%+16.5pp |
| Employer contribution / active EE | $3,585 | $1,993+79.9% | $4,672-23.3% | $2,726+31.5% |
| Participant deferral / active EE | $4,140 | $2,822+46.7% | $5,626-26.4% | $4,647-10.9% |
| Admin fee / account holder | $26 | $437-94.0% | $15,912-99.8% | $430-93.9% |