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.6+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $524,191 |
MERCER2 years Filed as: MERCER INVEST CONSULTING, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $64,962 |
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 | $231,121 | $110,699+108.8% | $177,821+30.0% | $90,288+156.0% |
| Participation rate | 98.9% | 88.3%+10.5pp | 87.7%+11.1pp | 73.4%+25.5pp |
| Annual return | 13.74% | 22.79%-9.0pp | 48.32%-34.6pp | 53.97%-40.2pp |
| Employer contribution / active EE | $6,025 | $4,118+46.3% | $5,918+1.8% | $2,524+138.7% |
| Participant deferral / active EE | $7,155 | $6,731+6.3% | $7,714-7.3% | $4,232+69.0% |
| Admin fee / account holder | $189 | $90+109.6% | $12,427-98.5% | $114+65.5% |