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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $408,907 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $241,560 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,302 | $136,310+10.3% | $98,439+52.7% | $103,482+45.2% |
| Participation rate | 98.6% | 89.2%+9.4pp | 75.2%+23.5pp | 73.3%+25.4pp |
| Annual return | 18.88% | 19.67%-0.8pp | 21.16%-2.3pp | 33.11%-14.2pp |
| Employer contribution / active EE | $7,806 | $4,714+65.6% | $3,048+156.1% | $3,208+143.3% |
| Participant deferral / active EE | $10,083 | $7,358+37.0% | $4,738+112.8% | $5,207+93.6% |
| Admin fee / account holder | $94 | $76+23.5% | $8,948-98.9% | $114-17.6% |