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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.
See the 3-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $63,835 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,944 |
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 | $124,438 | $92,971+33.8% | $96,683+28.7% | $74,419+67.2% |
| Participation rate | 93.8% | 71.5%+22.3pp | 74.3%+19.5pp | 70.7%+23.1pp |
| Annual return | 18.94% | 37.49%-18.5pp | 35.69%-16.8pp | 34.38%-15.4pp |
| Employer contribution / active EE | $5,595 | $3,426+63.3% | $3,737+49.7% | $2,637+112.1% |
| Participant deferral / active EE | $9,832 | $3,970+147.6% | $4,878+101.5% | $4,528+117.1% |
| Admin fee / account holder | $110 | $633-82.6% | $6,730-98.4% | $348-68.3% |