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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,620 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,630 | $48,166-94.5% | $96,562-97.3% | $93,030-97.2% |
| Participation rate | 82.2% | 65.1%+17.1pp | 69.8%+12.4pp | 73.9%+8.3pp |
| Annual return | 17.19% | 21.31%-4.1pp | 37.78%-20.6pp | 158.70%-141.5pp |
| Employer contribution / active EE | $0 | $1,070-100.0% | $2,356-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,087 | $2,576-57.8% | $3,849-71.8% | $4,562-76.2% |
| Admin fee / account holder | $15 | $110-86.7% | $6,181-99.8% | $152-90.3% |