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 Service code 15 · EIN 23-1945930 | Recordkeeping | $107,334 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,174 | $73,638+299.5% | $108,410+171.4% | $79,386+270.6% |
| Participation rate | 99.2% | 77.4%+21.8pp | 80.1%+19.0pp | 70.7%+28.4pp |
| Annual return | 14.78% | 33.27%-18.5pp | 905.27%-890.5pp | 116.85%-102.1pp |
| Employer contribution / active EE | $8,396 | $2,397+250.3% | $3,558+135.9% | $2,427+245.9% |
| Participant deferral / active EE | $12,478 | $6,218+100.7% | $6,563+90.1% | $4,046+208.4% |
| Admin fee / account holder | $166 | $638-73.9% | $7,295-97.7% | $626-73.5% |