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.7+ years Filed as: THE VANGUARD GROUP Service code 21 P.O. BOX 2900 · VALLEY FORGE, PA 19087 | Bank Trustee | $30,870 |
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 | $177,499 | $82,202+115.9% | $125,339+41.6% | $64,808+173.9% |
| Participation rate | 97.1% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -15.15% | 3.48%-18.6pp | 572.05%-587.2pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,675 | $3,615-53.7% | $4,814-65.2% | $2,506-33.2% |
| Participant deferral / active EE | $10,335 | $7,175+44.0% | $7,446+38.8% | $4,310+139.8% |
| Admin fee / account holder | $46 | $163-71.8% | $10,010-99.5% | $188-75.5% |