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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,146 |
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 | $82,031 | $66,310+23.7% | $93,606-12.4% | $65,185+25.8% |
| Participation rate | 89.7% | 74.0%+15.8pp | 75.8%+13.9pp | 70.2%+19.5pp |
| Annual return | 18.87% | 42.58%-23.7pp | 32.76%-13.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $4,210 | $2,012+109.3% | $2,718+54.9% | $2,177+93.4% |
| Participant deferral / active EE | $3,467 | $3,342+3.8% | $4,069-14.8% | $3,514-1.3% |
| Admin fee / account holder | $115 | $6,897-98.3% | $7,888-98.5% | $847-86.5% |