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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,050 |
TRILOGY CAPITAL INC1 year Service code 27 · EIN 47-5581477 | Advisory (Plan) | $9,215 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,422 | $50,815-93.3% | $155,509-97.8% | $77,643-95.6% |
| Participation rate | 97.3% | 63.1%+34.2pp | 78.2%+19.1pp | 70.6%+26.7pp |
| Annual return | 12.38% | 34.80%-22.4pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $863 | $1,993-56.7% | $4,672-81.5% | $2,726-68.4% |
| Participant deferral / active EE | $1,323 | $2,822-53.1% | $5,626-76.5% | $4,647-71.5% |
| Admin fee / account holder | $50 | $437-88.6% | $15,912-99.7% | $430-88.4% |