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 | $8,245 |
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 | $114,272 | $49,451+131.1% | $79,550+43.6% | $66,914+70.8% |
| Participation rate | 94.9% | 61.3%+33.6pp | 69.5%+25.5pp | 69.8%+25.1pp |
| Annual return | -13.60% | 84.25%-97.9pp | 0.16%-13.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,382 | $1,266+88.2% | $2,413-1.3% | $2,544-6.4% |
| Participant deferral / active EE | $8,052 | $3,159+154.9% | $3,985+102.1% | $4,237+90.1% |
| Admin fee / account holder | $18 | $595-97.0% | $6,832-99.7% | $593-97.0% |