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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,843 |
Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,710 | $122,186-40.5% | $146,958-50.5% | $199,593-63.6% |
| Participation rate | 97.3% | 78.3%+19.0pp | 82.2%+15.2pp | 72.0%+25.3pp |
| Annual return | 22.97% | 30.56%-7.6pp | 418.34%-395.4pp | 34.25%-11.3pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $16,612 | $8,502+95.4% | $8,070+105.8% | $5,087+226.6% |
| Admin fee / account holder | $15 | $179-91.7% | $12,998-99.9% | $269-94.5% |