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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,940 |
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 | $75,137 | $102,553-26.7% | $151,611-50.4% | $66,914+12.3% |
| Participation rate | 86.4% | 85.5%+0.9pp | 87.5%-1.1pp | 69.8%+16.6pp |
| Annual return | -13.19% | -10.82%-2.4pp | 3.33%-16.5pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,070 | $4,180-50.5% | $6,166-66.4% | $2,544-18.6% |
| Participant deferral / active EE | $12,903 | $6,641+94.3% | $8,363+54.3% | $4,237+204.5% |
| Admin fee / account holder | $16 | $630-97.5% | $11,616-99.9% | $593-97.3% |