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 9-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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $185,048 |
Service code 29 · EIN 58-0967450 | Legal | $24,860 |
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 | $93,363 | $122,186-23.6% | $146,958-36.5% | $199,593-53.2% |
| Participation rate | 97.8% | 78.3%+19.5pp | 82.2%+15.7pp | 72.0%+25.8pp |
| Annual return | 16.07% | 30.56%-14.5pp | 418.34%-402.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $3,630 | $4,093-11.3% | $4,933-26.4% | $3,034+19.6% |
| Participant deferral / active EE | $11,293 | $8,502+32.8% | $8,070+39.9% | $5,087+122.0% |
| Admin fee / account holder | $112 | $179-37.1% | $12,998-99.1% | $269-58.2% |