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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,625 |
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 | $60,040 | $63,299-5.1% | $91,001-34.0% | $62,292-3.6% |
| Participation rate | 98.4% | 73.3%+25.1pp | 75.6%+22.8pp | 69.5%+28.9pp |
| Annual return | 17.09% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $521 | $1,807-71.2% | $2,456-78.8% | $2,042-74.5% |
| Participant deferral / active EE | $3,128 | $2,943+6.3% | $3,547-11.8% | $3,169-1.3% |
| Admin fee / account holder | $3 | $468-99.3% | $5,417-99.9% | $479-99.3% |