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 |
|---|---|---|
Service code 27 · EIN 45-4433073 | Advisory (Plan) | $20,000 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $14,533 |
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 | $100,918 | $93,571+7.9% | $135,903-25.7% | $75,163+34.3% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+16.9pp | 67.2%+31.7pp |
| Annual return | 23.72% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $8,110 | $3,537+129.3% | $4,856+67.0% | $2,670+203.8% |
| Participant deferral / active EE | $20,808 | $6,404+224.9% | $7,758+168.2% | $4,125+404.4% |
| Admin fee / account holder | $272 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |