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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,008 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,019 | $73,360-78.2% | $177,989-91.0% | $74,495-78.5% |
| Participation rate | 89.7% | 66.6%+23.1pp | 77.1%+12.6pp | 67.2%+22.5pp |
| Annual return | 14.63% | 17.49%-2.9pp | 294.48%-279.9pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,165 | $4,513-52.0% | $6,276-65.5% | $4,346-50.2% |
| Admin fee / account holder | $132 | $1,808-92.7% | $10,363-98.7% | $1,942-93.2% |