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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,211 |
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 | $133,556 | $59,417+124.8% | $93,606+42.7% | $74,495+79.3% |
| Participation rate | 97.5% | 59.7%+37.9pp | 68.7%+28.8pp | 67.2%+30.3pp |
| Annual return | 13.29% | 81.83%-68.5pp | 133.20%-119.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,532 | $1,264+100.4% | $2,420+4.6% | $2,623-3.5% |
| Participant deferral / active EE | $8,393 | $3,050+175.2% | $4,411+90.3% | $4,346+93.1% |
| Admin fee / account holder | $19 | $3,021-99.4% | $8,285-99.8% | $1,942-99.0% |