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 8-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,172 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,507 | $56,485-81.4% | $185,823-94.3% | $86,799-87.9% |
| Participation rate | 93.1% | 65.5%+27.6pp | 81.7%+11.4pp | 72.3%+20.8pp |
| Annual return | 34.02% | 118.04%-84.0pp | 122.05%-88.0pp | 97.91%-63.9pp |
| Employer contribution / active EE | $1,126 | $1,843-38.9% | $5,167-78.2% | $2,405-53.2% |
| Participant deferral / active EE | $2,848 | $2,553+11.5% | $5,568-48.9% | $4,131-31.1% |
| Admin fee / account holder | $86 | $150-42.7% | $16,237-99.5% | $170-49.4% |