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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $392,753 |
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 | $54,012 | $62,544-13.6% | $129,207-58.2% | $199,593-72.9% |
| Participation rate | 76.2% | 56.8%+19.4pp | 69.6%+6.6pp | 72.0%+4.2pp |
| Annual return | 19.50% | 16.95%+2.6pp | 9417.33%-9397.8pp | 34.25%-14.7pp |
| Employer contribution / active EE | $2,806 | $2,394+17.2% | $4,153-32.4% | $3,034-7.5% |
| Participant deferral / active EE | $8,525 | $3,123+172.9% | $4,168+104.5% | $5,087+67.6% |
| Admin fee / account holder | $112 | $167-32.8% | $7,715-98.5% | $269-58.3% |