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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,400 |
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 | $165,927 | $70,667+134.8% | $123,104+34.8% | $52,331+217.1% |
| Participation rate | 97.3% | 83.7%+13.6pp | 86.8%+10.5pp | 68.1%+29.2pp |
| Annual return | 0.00% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,837 | $2,946-37.6% | $5,151-64.3% | $1,882-2.4% |
| Participant deferral / active EE | $4,757 | $4,493+5.9% | $6,230-23.6% | $3,022+57.4% |
| Admin fee / account holder | $45 | $506-91.1% | $9,015-99.5% | $592-92.4% |