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 | $2,650 |
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 | $23,868 | $84,487-71.7% | $125,339-81.0% | $66,914-64.3% |
| Participation rate | 87.8% | 76.4%+11.4pp | 82.4%+5.5pp | 69.8%+18.0pp |
| Annual return | -16.70% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,879 | $6,781+45.7% | $7,446+32.7% | $4,237+133.2% |
| Admin fee / account holder | $15 | $685-97.8% | $10,010-99.8% | $593-97.4% |