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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.
See the 6-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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $268,654 |
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 · EIN 85-4001199 | Advisory (Plan) | $80,418 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $31,333 |
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 | $58,872 | $45,000+30.8% | $143,757-59.0% | $77,904-24.4% |
| Participation rate | 95.8% | 66.8%+29.0pp | 80.3%+15.5pp | 73.7%+22.1pp |
| Annual return | -15.24% | 29.03%-44.3pp | -0.04%-15.2pp | 12.21%-27.4pp |
| Employer contribution / active EE | $3,081 | $1,870+64.8% | $4,951-37.8% | $2,848+8.2% |
| Participant deferral / active EE | $4,177 | $3,157+32.3% | $5,637-25.9% | $4,806-13.1% |
| Admin fee / account holder | $110 | $98+11.5% | $14,673-99.3% | $133-17.2% |