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 9-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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $334,974 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,462 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,668 | $69,238+75.7% | $185,823-34.5% | $101,517+19.8% |
| Participation rate | 76.4% | 73.5%+2.8pp | 81.7%-5.3pp | 74.6%+1.8pp |
| Annual return | 13.10% | 21.26%-8.2pp | 122.05%-109.0pp | 21.00%-7.9pp |
| Employer contribution / active EE | $296 | $2,104-85.9% | $5,167-94.3% | $2,973-90.0% |
| Participant deferral / active EE | $2,145 | $3,764-43.0% | $5,568-61.5% | $4,873-56.0% |
| Admin fee / account holder | $39 | $66-40.7% | $16,237-99.8% | $139-71.8% |