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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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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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,727 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,081 | $66,813-44.5% | $100,516-63.1% | $73,488-49.5% |
| Participation rate | 64.3% | 77.5%-13.1pp | 79.4%-15.1pp | 70.7%-6.3pp |
| Annual return | 21.47% | 25.70%-4.2pp | 30.89%-9.4pp | 28.51%-7.0pp |
| Employer contribution / active EE | $1,744 | $2,147-18.8% | $3,418-49.0% | $2,270-23.2% |
| Participant deferral / active EE | $3,400 | $5,883-42.2% | $6,270-45.8% | $3,740-9.1% |
| Admin fee / account holder | $22 | $512-95.7% | $8,081-99.7% | $513-95.7% |