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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,400 |
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 | $212,519 | $81,537+160.6% | $149,718+41.9% | $69,631+205.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 17.58% | 22.79%-5.2pp | 1501.63%-1484.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $7,651 | $3,239+136.2% | $5,445+40.5% | $2,032+276.5% |
| Participant deferral / active EE | $10,015 | $4,994+100.5% | $6,569+52.5% | $3,224+210.7% |
| Admin fee / account holder | $7 | $107-93.8% | $11,283-99.9% | $110-94.0% |