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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,528,798 |
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 | $60,217 | $84,728-28.9% | $60,547-0.5% | $69,651-13.5% |
| Participation rate | 98.2% | 63.7%+34.5pp | 68.0%+30.3pp | 66.6%+31.7pp |
| Annual return | -0.35% | -1.91%+1.6pp | 335.64%-336.0pp | 53.77%-54.1pp |
| Employer contribution / active EE | $1,467 | $3,261-55.0% | $2,419-39.4% | $2,241-34.5% |
| Participant deferral / active EE | $3,762 | $3,056+23.1% | $3,328+13.1% | $3,635+3.5% |
| Admin fee / account holder | $23 | $74-69.3% | $4,536-99.5% | $63-64.0% |