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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,810 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,274 | $55,453-29.2% | $170,442-77.0% | $62,292-37.0% |
| Participation rate | 73.4% | 66.4%+7.0pp | 83.6%-10.2pp | 69.5%+3.9pp |
| Annual return | 15.05% | 21.38%-6.3pp | 205.93%-190.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $1,157 | $2,164-46.5% | $5,433-78.7% | $2,042-43.3% |
| Participant deferral / active EE | $2,308 | $2,303+0.2% | $4,939-53.3% | $3,169-27.2% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.1% |