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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,886 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,667 | $102,317+108.8% | $146,958+45.4% | $80,856+164.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.95% | 134.76%-115.8pp | 418.34%-399.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $22,280 | $3,713+500.0% | $4,933+351.7% | $2,755+708.8% |
| Participant deferral / active EE | $34,608 | $6,644+420.9% | $8,070+328.8% | $4,296+705.6% |
| Admin fee / account holder | $122 | $7,941-98.5% | $12,998-99.1% | $6,918-98.2% |