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 | $6,208 |
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 | $38,918 | $88,890-56.2% | $102,423-62.0% | $77,643-49.9% |
| Participation rate | 91.5% | 80.9%+10.5pp | 76.5%+15.0pp | 70.6%+20.9pp |
| Annual return | 27.69% | 24.98%+2.7pp | 29.32%-1.6pp | 31.24%-3.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $12,472 | $5,145+142.4% | $5,053+146.8% | $4,647+168.4% |
| Admin fee / account holder | $7 | $235-97.2% | $9,451-99.9% | $430-98.5% |