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 7-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 | $1,816 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,737 | $84,936-83.8% | $111,297-87.7% | $79,386-82.7% |
| Participation rate | 86.6% | 75.9%+10.7pp | 77.3%+9.2pp | 70.7%+15.8pp |
| Annual return | 17.15% | 17.45%-0.3pp | 54.65%-37.5pp | 116.85%-99.7pp |
| Employer contribution / active EE | $1,046 | $1,979-47.1% | $2,731-61.7% | $2,427-56.9% |
| Participant deferral / active EE | $3,356 | $3,888-13.7% | $4,487-25.2% | $4,046-17.0% |
| Admin fee / account holder | $12 | $537-97.7% | $7,964-99.8% | $626-98.1% |