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 | $15,075 |
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 | $56,366 | $98,750-42.9% | $149,696-62.3% | $79,858-29.4% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.5%+10.5pp | 69.6%+23.3pp |
| Annual return | 17.59% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $3,240 | $3,216+0.7% | $4,644-30.2% | $2,471+31.1% |
| Participant deferral / active EE | $10,200 | $5,680+79.6% | $6,842+49.1% | $3,740+172.7% |
| Admin fee / account holder | $175 | $6,053-97.1% | $9,309-98.1% | $5,306-96.7% |