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.10+ years Filed as: THE VANGUARD GROUP Service code 21 P.O. BOX 2900 · VALLEY FORGE, PA 19087 | Bank Trustee | $26,050 |
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 | $242,063 | $119,446+102.7% | $150,045+61.3% | $85,563+182.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 82.3%+17.7pp | 66.0%+34.0pp |
| Annual return | 17.36% | 23.72%-6.4pp | 62.55%-45.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $1,977 | $4,078-51.5% | $4,693-57.9% | $2,654-25.5% |
| Participant deferral / active EE | $12,894 | $7,985+61.5% | $7,997+61.2% | $4,375+194.7% |
| Admin fee / account holder | $43 | $548-92.1% | $13,435-99.7% | $834-94.8% |