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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,082 |
DP&C4 years Service code 10 · EIN 91-1503183 | Accounting | $13,000 |
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 | $70,475 | $65,061+8.3% | $143,757-51.0% | $66,914+5.3% |
| Participation rate | 95.6% | 65.2%+30.4pp | 80.3%+15.3pp | 69.8%+25.8pp |
| Annual return | -16.56% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,147 | $2,361+33.3% | $4,951-36.4% | $2,544+23.7% |
| Participant deferral / active EE | $3,573 | $2,919+22.4% | $5,637-36.6% | $4,237-15.7% |
| Admin fee / account holder | $91 | $502-81.9% | $14,673-99.4% | $593-84.7% |