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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.8+ years Filed as: THE VANGUARD GROUP Service code 21 P.O. BOX 2900 · VALLEY FORGE, PA 19087 | Bank Trustee | $48,301 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $175,877 | $95,274+84.6% | $135,903+29.4% | $74,419+136.3% |
| Participation rate | 95.9% | 78.2%+17.8pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 7.75% | 32.77%-25.0pp | 68.23%-60.5pp | 34.38%-26.6pp |
| Employer contribution / active EE | $1,803 | $3,874-53.5% | $4,856-62.9% | $2,637-31.6% |
| Participant deferral / active EE | $11,438 | $7,782+47.0% | $7,758+47.4% | $4,528+152.6% |
| Admin fee / account holder | $72 | $266-72.9% | $10,762-99.3% | $348-79.3% |