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 8-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,995 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,867 | $79,171-85.0% | $102,423-88.4% | $74,495-84.1% |
| Participation rate | 94.7% | 74.8%+19.9pp | 76.5%+18.2pp | 67.2%+27.5pp |
| Annual return | 13.16% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,589 | $2,362-32.7% | $3,023-47.4% | $2,623-39.4% |
| Participant deferral / active EE | $3,049 | $4,415-30.9% | $5,053-39.7% | $4,346-29.8% |
| Admin fee / account holder | $54 | $2,001-97.3% | $9,451-99.4% | $1,942-97.2% |