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 | $145 |
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 | $390,978 | $95,416+309.8% | $185,823+110.4% | $85,850+355.4% |
| Participation rate | 98.3% | 68.8%+29.5pp | 81.7%+16.6pp | 69.3%+29.0pp |
| Annual return | 12.77% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.8pp |
| Employer contribution / active EE | $31,501 | $3,314+850.6% | $5,167+509.6% | $2,565+1128.1% |
| Participant deferral / active EE | $11,823 | $3,423+245.4% | $5,568+112.3% | $3,952+199.2% |
| Admin fee / account holder | $32 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |