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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,205 |
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 | $105,231 | $80,724+30.4% | $103,333+1.8% | $74,495+41.3% |
| Participation rate | 65.8% | 65.7%+0.1pp | 74.5%-8.7pp | 67.2%-1.4pp |
| Annual return | 18.11% | 27.56%-9.4pp | 24.88%-6.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $4,110 | $3,157+30.2% | $3,868+6.3% | $2,623+56.7% |
| Participant deferral / active EE | $9,151 | $3,860+137.1% | $5,057+81.0% | $4,346+110.6% |
| Admin fee / account holder | $13 | $2,368-99.4% | $8,355-99.8% | $1,942-99.3% |