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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,265 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,590 | $82,202-75.0% | $125,339-83.6% | $64,808-68.2% |
| Participation rate | 98.3% | 77.9%+20.5pp | 82.4%+16.0pp | 71.5%+26.9pp |
| Annual return | -4.55% | 3.48%-8.0pp | 572.05%-576.6pp | 32.82%-37.4pp |
| Employer contribution / active EE | $3,880 | $3,615+7.3% | $4,814-19.4% | $2,506+54.8% |
| Participant deferral / active EE | $11,625 | $7,175+62.0% | $7,446+56.1% | $4,310+169.7% |
| Admin fee / account holder | $32 | $163-80.4% | $10,010-99.7% | $188-82.9% |