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 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,650 |
ASCENSUS LLC1 year Service code 55 · EIN 11-3665754 | Other Commissions | $0 |
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 | $46,051 | $20,316+126.7% | $66,042-30.3% | $74,304-38.0% |
| Participation rate | 57.9% | 62.8%-4.9pp | 67.5%-9.6pp | 60.3%-2.5pp |
| Annual return | 22.56% | 28.10%-5.5pp | 52.11%-29.6pp | 29.43%-6.9pp |
| Employer contribution / active EE | $3,895 | $745+423.1% | $1,579+146.6% | $2,241+73.8% |
| Participant deferral / active EE | $2,681 | $1,615+66.0% | $2,835-5.5% | $3,767-28.8% |
| Admin fee / account holder | $129 | $1,668-92.3% | $5,747-97.8% | $2,969-95.7% |