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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,255 |
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 | $45,741 | $84,487-45.9% | $125,339-63.5% | $66,914-31.6% |
| Participation rate | 89.9% | 76.4%+13.5pp | 82.4%+7.6pp | 69.8%+20.1pp |
| Annual return | -2.68% | -8.39%+5.7pp | 572.05%-574.7pp | 1.58%-4.3pp |
| Employer contribution / active EE | $4,192 | $3,553+18.0% | $4,814-12.9% | $2,544+64.8% |
| Participant deferral / active EE | $13,865 | $6,781+104.5% | $7,446+86.2% | $4,237+227.3% |
| Admin fee / account holder | $7 | $685-99.0% | $10,010-99.9% | $593-98.8% |