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 | $1,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,319 | $51,244+9.9% | $80,975-30.4% | $55,167+2.1% |
| Participation rate | 36.2% | 71.7%-35.5pp | 75.8%-39.6pp | 69.0%-32.8pp |
| Annual return | 11.49% | 17.39%-5.9pp | 17.10%-5.6pp | 169.23%-157.7pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,130 | $4,418+16.1% | $5,696-9.9% | $3,054+68.0% |
| Admin fee / account holder | $14 | $398-96.5% | $5,516-99.7% | $504-97.2% |