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.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $29,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,649,489 | $131,799+1151.5% | $200,582+722.4% | $85,563+1827.8% |
| Participation rate | 0.0% | 87.9%-87.9pp | 86.9%-86.9pp | 66.0%-66.0pp |
| Annual return | 17.51% | 21.59%-4.1pp | 42.33%-24.8pp | 31.51%-14.0pp |
| Employer contribution / active EE | $4,958 | $4,532+9.4% | $6,419-22.8% | $2,654+86.8% |
| Participant deferral / active EE | $9,965 | $7,702+29.4% | $9,331+6.8% | $4,375+127.8% |
| Admin fee / account holder | $879 | $235+274.2% | $16,305-94.6% | $834+5.4% |