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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,768 |
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 | $81,170 | $108,719-25.3% | $101,326-19.9% | $85,563-5.1% |
| Participation rate | 91.9% | 80.9%+11.0pp | 81.5%+10.4pp | 66.0%+25.9pp |
| Annual return | 21.66% | 20.95%+0.7pp | 36.82%-15.2pp | 31.51%-9.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $3,665-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $14,642 | $8,545+71.3% | $7,994+83.2% | $4,375+234.6% |
| Admin fee / account holder | $84 | $685-87.8% | $11,185-99.3% | $834-90.0% |