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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,299 |
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 | $123,467 | $91,762+34.6% | $67,502+82.9% | $77,643+59.0% |
| Participation rate | 99.1% | 75.9%+23.2pp | 72.9%+26.2pp | 70.6%+28.5pp |
| Annual return | 16.67% | 14.87%+1.8pp | 3512.12%-3495.5pp | 31.24%-14.6pp |
| Employer contribution / active EE | $7,133 | $3,181+124.3% | $2,731+161.2% | $2,726+161.7% |
| Participant deferral / active EE | $17,607 | $3,903+351.1% | $4,000+340.2% | $4,647+278.9% |
| Admin fee / account holder | $2 | $176-98.7% | $3,998-99.9% | $430-99.5% |