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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,020 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,982 | $78,781-73.4% | $100,516-79.1% | $73,409-71.4% |
| Participation rate | 89.8% | 80.0%+9.7pp | 79.4%+10.4pp | 72.2%+17.6pp |
| Annual return | 27.12% | 31.69%-4.6pp | 30.89%-3.8pp | 59.29%-32.2pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $8,951 | $6,537+36.9% | $6,270+42.8% | $3,805+135.2% |
| Admin fee / account holder | $11 | $145-92.3% | $8,081-99.9% | $158-92.9% |