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 9-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,466 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,602 | $58,879-78.6% | $178,490-92.9% | $73,488-82.9% |
| Participation rate | 78.5% | 66.2%+12.3pp | 81.9%-3.4pp | 70.7%+7.8pp |
| Annual return | 12.97% | 24.86%-11.9pp | 151.07%-138.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $961 | $2,236-57.0% | $5,011-80.8% | $2,270-57.7% |
| Participant deferral / active EE | $2,598 | $2,567+1.2% | $5,202-50.0% | $3,740-30.5% |
| Admin fee / account holder | $54 | $400-86.5% | $13,984-99.6% | $513-89.5% |