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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $117,558 |
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 | $121,302 | $110,299+10.0% | $102,423+18.4% | $199,593-39.2% |
| Participation rate | 96.6% | 86.3%+10.4pp | 76.5%+20.2pp | 72.0%+24.7pp |
| Annual return | 13.03% | 35.73%-22.7pp | 29.32%-16.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $2,912 | $3,603-19.2% | $3,023-3.7% | $3,034-4.0% |
| Participant deferral / active EE | $6,746 | $6,376+5.8% | $5,053+33.5% | $5,087+32.6% |
| Admin fee / account holder | $77 | $122-36.9% | $9,451-99.2% | $269-71.3% |