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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,737 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,987 | $113,293-28.5% | $67,502+20.0% | $199,593-59.4% |
| Participation rate | 98.2% | 73.3%+24.9pp | 72.9%+25.3pp | 72.0%+26.2pp |
| Annual return | 47.27% | 15.88%+31.4pp | 3512.12%-3464.9pp | 34.25%+13.0pp |
| Employer contribution / active EE | $3,712 | $3,401+9.2% | $2,731+35.9% | $3,034+22.3% |
| Participant deferral / active EE | $6,569 | $4,159+58.0% | $4,000+64.2% | $5,087+29.1% |
| Admin fee / account holder | $72 | $103-30.0% | $3,998-98.2% | $269-73.3% |