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 | $24,535 |
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 | $92,885 | $119,446-22.2% | $150,045-38.1% | $85,563+8.6% |
| Participation rate | 93.0% | 75.4%+17.6pp | 82.3%+10.7pp | 66.0%+27.0pp |
| Annual return | 17.60% | 23.72%-6.1pp | 62.55%-44.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,926 | $4,078-52.8% | $4,693-59.0% | $2,654-27.4% |
| Participant deferral / active EE | $6,167 | $7,985-22.8% | $7,997-22.9% | $4,375+40.9% |
| Admin fee / account holder | $80 | $548-85.3% | $13,435-99.4% | $834-90.4% |