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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,165 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,213 | $95,388-71.5% | $125,339-78.3% | $77,904-65.1% |
| Participation rate | 90.4% | 78.6%+11.8pp | 82.4%+8.0pp | 73.7%+16.7pp |
| Annual return | 22.30% | 116.19%-93.9pp | 572.05%-549.8pp | 12.21%+10.1pp |
| Employer contribution / active EE | $2,016 | $3,666-45.0% | $4,814-58.1% | $2,848-29.2% |
| Participant deferral / active EE | $9,922 | $7,711+28.7% | $7,446+33.2% | $4,806+106.5% |
| Admin fee / account holder | $6 | $119-95.1% | $10,010-99.9% | $133-95.6% |