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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.
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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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,061 |
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 | $72,183 | $77,503-6.9% | $100,391-28.1% | $80,856-10.7% |
| Participation rate | 77.4% | 76.9%+0.5pp | 81.5%-4.1pp | 67.6%+9.8pp |
| Annual return | 16.08% | 37.20%-21.1pp | 49.20%-33.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,028 | $6,820+32.4% | $8,082+11.7% | $4,296+110.2% |
| Admin fee / account holder | $127 | $5,897-97.8% | $7,899-98.4% | $6,918-98.2% |