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 | $15,827 |
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 | $188,684 | $56,503+233.9% | $70,092+169.2% | $64,808+191.1% |
| Participation rate | 98.1% | 70.5%+27.7pp | 70.5%+27.7pp | 71.5%+26.7pp |
| Annual return | -15.79% | -13.44%-2.4pp | 190.73%-206.5pp | 32.82%-48.6pp |
| Employer contribution / active EE | $4,235 | $2,046+107.0% | $2,559+65.5% | $2,506+69.0% |
| Participant deferral / active EE | $7,315 | $3,389+115.8% | $3,849+90.1% | $4,310+69.7% |
| Admin fee / account holder | $43 | $160-73.2% | $6,267-99.3% | $188-77.2% |