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 | $15,118 |
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 | $114,018 | $65,390+74.4% | $169,368-32.7% | $71,457+59.6% |
| Participation rate | 96.3% | 67.0%+29.3pp | 77.1%+19.1pp | 67.9%+28.3pp |
| Annual return | 21.02% | 21.31%-0.3pp | 405.60%-384.6pp | 28.85%-7.8pp |
| Employer contribution / active EE | $4,097 | $2,079+97.1% | $4,013+2.1% | $2,588+58.3% |
| Participant deferral / active EE | $7,365 | $4,367+68.7% | $6,221+18.4% | $4,289+71.7% |
| Admin fee / account holder | $112 | $1,324-91.5% | $9,003-98.8% | $1,587-92.9% |