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 9-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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $418,316 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $327,451 |
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 | $132,465 | $136,266-2.8% | $90,749+46.0% | $77,904+70.0% |
| Participation rate | 98.9% | 86.6%+12.3pp | 75.7%+23.2pp | 73.7%+25.2pp |
| Annual return | -15.05% | -11.32%-3.7pp | -12.16%-2.9pp | 12.21%-27.3pp |
| Employer contribution / active EE | $7,281 | $4,215+72.7% | $2,921+149.3% | $2,848+155.7% |
| Participant deferral / active EE | $9,321 | $6,353+46.7% | $4,564+104.2% | $4,806+94.0% |
| Admin fee / account holder | $117 | $399-70.6% | $8,445-98.6% | $133-11.4% |