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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $400 |
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 | $238,175 | $91,407+160.6% | $135,903+75.3% | $71,457+233.3% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 16.93% | 29.90%-13.0pp | 68.23%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $6,415 | $3,703+73.2% | $4,856+32.1% | $2,588+147.9% |
| Participant deferral / active EE | $9,329 | $7,092+31.5% | $7,758+20.2% | $4,289+117.5% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,762-100.0% | $1,587-99.9% |