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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,860 |
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 | $35,795 | $93,571-61.7% | $135,903-73.7% | $75,163-52.4% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+8.0pp | 67.2%+22.7pp |
| Annual return | 24.48% | 30.90%-6.4pp | 68.23%-43.8pp | 160.62%-136.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,962 | $6,404+71.2% | $7,758+41.3% | $4,125+165.7% |
| Admin fee / account holder | $24 | $6,975-99.6% | $10,762-99.8% | $5,651-99.6% |