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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,019 |
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 | $128,979 | $73,360+75.8% | $177,989-27.5% | $74,495+73.1% |
| Participation rate | 97.2% | 66.6%+30.6pp | 77.1%+20.2pp | 67.2%+30.0pp |
| Annual return | 13.51% | 17.49%-4.0pp | 294.48%-281.0pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $4,238 | $2,216+91.2% | $3,949+7.3% | $2,623+61.6% |
| Participant deferral / active EE | $7,744 | $4,513+71.6% | $6,276+23.4% | $4,346+78.2% |
| Admin fee / account holder | $113 | $1,808-93.8% | $10,363-98.9% | $1,942-94.2% |