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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,634 |
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 | $54,106 | $63,299-14.5% | $91,001-40.5% | $62,292-13.1% |
| Participation rate | 96.0% | 73.3%+22.7pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 13.99% | 20.99%-7.0pp | 4.60%+9.4pp | 28.90%-14.9pp |
| Employer contribution / active EE | $480 | $1,807-73.4% | $2,456-80.4% | $2,042-76.5% |
| Participant deferral / active EE | $3,200 | $2,943+8.8% | $3,547-9.8% | $3,169+1.0% |
| Admin fee / account holder | $35 | $468-92.5% | $5,417-99.4% | $479-92.7% |