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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,762 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,229 | $56,629-30.7% | $77,999-49.7% | $55,167-28.9% |
| Participation rate | 97.5% | 73.3%+24.2pp | 75.5%+22.0pp | 69.0%+28.5pp |
| Annual return | 8.51% | 2866.98%-2858.5pp | 425.96%-417.4pp | 169.23%-160.7pp |
| Employer contribution / active EE | $435 | $1,723-74.8% | $2,470-82.4% | $1,963-77.8% |
| Participant deferral / active EE | $2,672 | $2,777-3.8% | $3,497-23.6% | $3,054-12.5% |
| Admin fee / account holder | $36 | $467-92.2% | $5,480-99.3% | $504-92.8% |