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 10-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 | $30,283 |
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 | $45,953 | $59,417-22.7% | $93,606-50.9% | $74,495-38.3% |
| Participation rate | 95.2% | 59.7%+35.6pp | 68.7%+26.5pp | 67.2%+28.0pp |
| Annual return | 15.52% | 81.83%-66.3pp | 133.20%-117.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,806 | $1,264+42.9% | $2,420-25.4% | $2,623-31.2% |
| Participant deferral / active EE | $5,172 | $3,050+69.6% | $4,411+17.3% | $4,346+19.0% |
| Admin fee / account holder | $154 | $3,021-94.9% | $8,285-98.1% | $1,942-92.1% |