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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,567,641 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 16 · EIN 59-3099288 | Consulting | $151,763 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $24,898 |
Service code 29 · EIN 58-0967450 | Legal | $21,195 |
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 | $128,958 | $139,268-7.4% | $177,821-27.5% | $106,222+21.4% |
| Participation rate | 97.7% | 91.6%+6.1pp | 87.7%+10.0pp | 70.8%+26.9pp |
| Annual return | 27.59% | 17.20%+10.4pp | 48.32%-20.7pp | 21.69%+5.9pp |
| Employer contribution / active EE | $2,696 | $4,832-44.2% | $5,918-54.4% | $2,723-1.0% |
| Participant deferral / active EE | $7,372 | $7,227+2.0% | $7,714-4.4% | $4,600+60.3% |
| Admin fee / account holder | $52 | $97-46.5% | $12,427-99.6% | $78-34.0% |