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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,355 |
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 | $186,825 | $82,664+126.0% | $125,339+49.1% | $68,494+172.8% |
| Participation rate | 83.7% | 75.0%+8.7pp | 82.4%+1.4pp | 67.9%+15.8pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,343 | $3,381+28.4% | $4,814-9.8% | $2,596+67.3% |
| Participant deferral / active EE | $12,528 | $6,110+105.0% | $7,446+68.2% | $4,027+211.1% |
| Admin fee / account holder | $20 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |