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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 7-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 | $500 |
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 | $31,791 | $99,957-68.2% | $149,696-78.8% | $73,488-56.7% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 47.27% | 53.87%-6.6pp | 276.60%-229.3pp | 28.51%+18.8pp |
| Employer contribution / active EE | $3,868 | $3,191+21.2% | $4,644-16.7% | $2,270+70.4% |
| Participant deferral / active EE | $10,476 | $6,073+72.5% | $6,842+53.1% | $3,740+180.2% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.2% |