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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,492 | $72,607-63.5% | $90,749-70.8% | $66,914-60.4% |
| Participation rate | 39.0% | 73.7%-34.7pp | 75.7%-36.7pp | 69.8%-30.8pp |
| Annual return | -18.42% | -12.28%-6.1pp | -12.16%-6.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,414 | $2,369-40.3% | $2,921-51.6% | $2,544-44.4% |
| Participant deferral / active EE | $2,513 | $3,977-36.8% | $4,564-44.9% | $4,237-40.7% |
| Admin fee / account holder | $22 | $707-96.9% | $8,445-99.7% | $593-96.3% |