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 9-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,536 |
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 | $58,012 | $99,957-42.0% | $149,696-61.2% | $73,488-21.1% |
| Participation rate | 91.5% | 75.7%+15.8pp | 82.5%+9.0pp | 70.7%+20.8pp |
| Annual return | 24.38% | 53.87%-29.5pp | 276.60%-252.2pp | 28.51%-4.1pp |
| Employer contribution / active EE | $4,259 | $3,191+33.5% | $4,644-8.3% | $2,270+87.6% |
| Participant deferral / active EE | $13,476 | $6,073+121.9% | $6,842+97.0% | $3,740+260.4% |
| Admin fee / account holder | $15 | $551-97.2% | $9,309-99.8% | $513-97.0% |