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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,485 |
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 | $130,244 | $54,701+138.1% | $86,188+51.1% | $71,457+82.3% |
| Participation rate | 97.7% | 60.1%+37.6pp | 69.0%+28.7pp | 67.9%+29.8pp |
| Annual return | 16.82% | 20.06%-3.2pp | 1168.45%-1151.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,562 | $1,265+102.5% | $2,380+7.6% | $2,588-1.0% |
| Participant deferral / active EE | $8,823 | $3,108+183.9% | $3,985+121.4% | $4,289+105.7% |
| Admin fee / account holder | $17 | $1,922-99.1% | $6,852-99.8% | $1,587-98.9% |