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 6-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 |
|---|---|---|
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $20,770 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,315 |
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 | $14,740 | $35,123-58.0% | $93,406-84.2% | $73,409-79.9% |
| Participation rate | 91.3% | 68.3%+23.0pp | 66.8%+24.5pp | 72.2%+19.1pp |
| Annual return | 18.32% | 18.89%-0.6pp | 78.05%-59.7pp | 59.29%-41.0pp |
| Employer contribution / active EE | $614 | $1,247-50.8% | $2,075-70.4% | $2,234-72.5% |
| Participant deferral / active EE | $1,929 | $2,249-14.2% | $3,126-38.3% | $3,805-49.3% |
| Admin fee / account holder | $75 | $108-30.4% | $5,230-98.6% | $158-52.4% |