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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $725 |
ADP BROKER-DEALER1+ years Service code 63 · EIN 22-3319984 | 12b-1 Fees | $0 |
11 funds of $250K or more; 37 lines in all, holding $11.0M of the plan's $11.1M. From the 2024 filing. Recordkeeper: ADP.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $3.1M | 28.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 22.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $948K | 8.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $796K | 7.2% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $568K | 5.1% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $553K | 5.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $468K | 4.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $357K | 3.2% |
| Vanguard Target Retirement Vanguard · Other Target-date, 2 vintages | $309K | 2.8% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $228K | 2.1% |
See the other 27 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,670 | $102,317-7.5% | $146,958-35.6% | $80,856+17.1% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.2%+15.2pp | 67.6%+29.8pp |
| Annual return | 17.28% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $4,375 | $3,713+17.8% | $4,933-11.3% | $2,755+58.8% |
| Participant deferral / active EE | $8,954 | $6,644+34.8% | $8,070+11.0% | $4,296+108.4% |
| Admin fee / account holder | $6 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |