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 | $42,107 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $14,438 |
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 | $307,603 | $79,171+288.5% | $102,423+200.3% | $74,495+312.9% |
| Participation rate | 98.0% | 74.8%+23.2pp | 76.5%+21.5pp | 67.2%+30.8pp |
| Annual return | 14.03% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $12,055 | $2,362+410.3% | $3,023+298.7% | $2,623+359.6% |
| Participant deferral / active EE | $8,374 | $4,415+89.7% | $5,053+65.7% | $4,346+92.7% |
| Admin fee / account holder | $212 | $2,001-89.4% | $9,451-97.8% | $1,942-89.1% |