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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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $105,433 |
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 | $193,039 | $60,607+218.5% | $189,557+1.8% | $86,799+122.4% |
| Participation rate | 97.3% | 68.9%+28.4pp | 78.4%+18.8pp | 72.3%+25.0pp |
| Annual return | 18.00% | 65.18%-47.2pp | 64.17%-46.2pp | 97.91%-79.9pp |
| Employer contribution / active EE | $7,121 | $1,626+338.1% | $4,412+61.4% | $2,405+196.1% |
| Participant deferral / active EE | $10,238 | $3,895+162.9% | $6,174+65.8% | $4,131+147.8% |
| Admin fee / account holder | $115 | $159-27.4% | $9,807-98.8% | $170-32.0% |