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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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $9,028 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,575 | $76,367-11.5% | $93,606-27.8% | $72,985-7.4% |
| Participation rate | 96.1% | 71.7%+24.4pp | 75.8%+20.3pp | 69.5%+26.6pp |
| Annual return | 24.69% | 25.82%-1.1pp | 32.76%-8.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $587 | $2,275-74.2% | $2,718-78.4% | $2,440-76.0% |
| Participant deferral / active EE | $4,236 | $3,538+19.7% | $4,069+4.1% | $3,607+17.4% |
| Admin fee / account holder | $93 | $6,838-98.6% | $7,888-98.8% | $5,124-98.2% |