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 | $3,015 |
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 | $145,616 | $82,202+77.1% | $125,339+16.2% | $64,808+124.7% |
| Participation rate | 97.4% | 77.9%+19.5pp | 82.4%+15.0pp | 71.5%+25.9pp |
| Annual return | -16.64% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,434 | $3,615-32.7% | $4,814-49.4% | $2,506-2.9% |
| Participant deferral / active EE | $17,916 | $7,175+149.7% | $7,446+140.6% | $4,310+315.7% |
| Admin fee / account holder | $3 | $163-98.3% | $10,010-100.0% | $188-98.5% |