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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.
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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.4 years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $55,829 |
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 | $68,386 | $102,389-33.2% | $100,516-32.0% | $90,288-24.3% |
| Participation rate | 97.5% | 84.0%+13.4pp | 79.4%+18.1pp | 73.4%+24.1pp |
| Annual return | 27.31% | 22.50%+4.8pp | 30.89%-3.6pp | 53.97%-26.7pp |
| Employer contribution / active EE | $4,361 | $3,056+42.7% | $3,418+27.6% | $2,524+72.8% |
| Participant deferral / active EE | $14,472 | $7,514+92.6% | $6,270+130.8% | $4,232+241.9% |
| Admin fee / account holder | $25 | $83-70.2% | $8,081-99.7% | $114-78.2% |