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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,642 |
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 | $28,815 | $54,517-47.1% | $75,972-62.1% | $74,495-61.3% |
| Participation rate | 91.1% | 60.3%+30.8pp | 69.1%+22.1pp | 67.2%+23.9pp |
| Annual return | 12.30% | 31.82%-19.5pp | 359.55%-347.2pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,469 | $1,777-17.4% | $2,685-45.3% | $2,623-44.0% |
| Participant deferral / active EE | $5,100 | $3,066+66.4% | $4,255+19.8% | $4,346+17.3% |
| Admin fee / account holder | $116 | $2,229-94.8% | $6,467-98.2% | $1,942-94.0% |