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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,365 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,220 | $50,815-81.9% | $155,509-94.1% | $77,643-88.1% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.8pp |
| Annual return | 13.99% | 34.80%-20.8pp | 64.67%-50.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,307 | $1,993-34.4% | $4,672-72.0% | $2,726-52.0% |
| Participant deferral / active EE | $2,017 | $2,822-28.5% | $5,626-64.1% | $4,647-56.6% |
| Admin fee / account holder | $151 | $437-65.5% | $15,912-99.1% | $430-65.0% |