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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,796 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,491 |
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 | $52,338 | $144,996-63.9% | $111,297-53.0% | $93,030-43.7% |
| Participation rate | 94.9% | 86.2%+8.7pp | 77.3%+17.6pp | 73.9%+21.0pp |
| Annual return | 17.82% | 18.26%-0.4pp | 54.65%-36.8pp | 158.70%-140.9pp |
| Employer contribution / active EE | $1,809 | $3,056-40.8% | $2,731-33.8% | $2,706-33.1% |
| Participant deferral / active EE | $4,884 | $5,587-12.6% | $4,487+8.8% | $4,562+7.0% |
| Admin fee / account holder | $113 | $103+9.2% | $7,964-98.6% | $152-25.5% |