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 | $5,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,679 | $65,435-5.7% | $86,677-28.8% | $66,914-7.8% |
| Participation rate | 53.1% | 75.5%-22.4pp | 76.6%-23.5pp | 69.8%-16.7pp |
| Annual return | -17.95% | -10.89%-7.1pp | 35.91%-53.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $664 | $2,153-69.2% | $2,836-76.6% | $2,544-73.9% |
| Participant deferral / active EE | $6,105 | $4,100+48.9% | $4,656+31.1% | $4,237+44.1% |
| Admin fee / account holder | $23 | $642-96.4% | $7,493-99.7% | $593-96.1% |