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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 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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,290 |
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 | $79,839 | $78,419+1.8% | $133,956-40.4% | $73,409+8.8% |
| Participation rate | 90.5% | 78.6%+11.9pp | 79.8%+10.7pp | 72.2%+18.4pp |
| Annual return | 41.39% | 33.35%+8.0pp | 45.09%-3.7pp | 59.29%-17.9pp |
| Employer contribution / active EE | $7,398 | $2,044+262.0% | $3,919+88.8% | $2,234+231.2% |
| Participant deferral / active EE | $13,349 | $3,925+240.1% | $5,048+164.5% | $3,805+250.8% |
| Admin fee / account holder | $10 | $161-93.8% | $8,927-99.9% | $158-93.7% |