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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,681 |
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 | $43,794 | $89,808-51.2% | $100,391-56.4% | $77,643-43.6% |
| Participation rate | 96.0% | 81.2%+14.8pp | 81.5%+14.5pp | 70.6%+25.4pp |
| Annual return | 20.84% | 20.62%+0.2pp | 49.20%-28.4pp | 31.24%-10.4pp |
| Employer contribution / active EE | $1,238 | $3,039-59.3% | $3,942-68.6% | $2,726-54.6% |
| Participant deferral / active EE | $6,235 | $8,284-24.7% | $8,082-22.9% | $4,647+34.2% |
| Admin fee / account holder | $57 | $174-67.1% | $7,899-99.3% | $430-86.7% |