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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,925 |
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 | $23,597 | $51,045-53.8% | $70,515-66.5% | $71,457-67.0% |
| Participation rate | 93.9% | 59.4%+34.5pp | 68.3%+25.6pp | 67.9%+26.0pp |
| Annual return | 16.90% | 42.63%-25.7pp | 32.77%-15.9pp | 28.85%-11.9pp |
| Employer contribution / active EE | $1,299 | $1,790-27.5% | $2,973-56.3% | $2,588-49.8% |
| Participant deferral / active EE | $4,544 | $3,026+50.2% | $4,567-0.5% | $4,289+6.0% |
| Admin fee / account holder | $106 | $1,994-94.7% | $6,412-98.3% | $1,587-93.3% |