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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,551 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $171,211 | $99,985+71.2% | $146,665+16.7% | $85,850+99.4% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 13.96% | 18.93%-5.0pp | 22.74%-8.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $12,613 | $2,559+393.0% | $4,136+204.9% | $2,565+391.7% |
| Participant deferral / active EE | $5,045 | $4,006+26.0% | $5,506-8.4% | $3,952+27.7% |
| Admin fee / account holder | $76 | $7,702-99.0% | $10,280-99.3% | $6,260-98.8% |