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 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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,578 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE, LLP Service code 99 · EIN 95-2036255 | Other Fees | $27,200 |
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,968 |
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 | $116,335 | $82,917+40.3% | $103,333+12.6% | $77,643+49.8% |
| Participation rate | 96.7% | 71.6%+25.2pp | 74.5%+22.2pp | 70.6%+26.1pp |
| Annual return | 14.19% | 19.13%-4.9pp | 24.88%-10.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $5,793 | $3,552+63.1% | $3,868+49.8% | $2,726+112.5% |
| Participant deferral / active EE | $9,662 | $4,108+135.2% | $5,057+91.0% | $4,647+107.9% |
| Admin fee / account holder | $122 | $638-80.8% | $8,355-98.5% | $430-71.5% |