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 | $3,355 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,745 | $80,753-40.9% | $136,294-65.0% | $62,292-23.4% |
| Participation rate | 63.3% | 73.5%-10.3pp | 81.9%-18.7pp | 69.5%-6.2pp |
| Annual return | 27.84% | 35.83%-8.0pp | 5155.94%-5128.1pp | 28.90%-1.1pp |
| Employer contribution / active EE | $715 | $2,884-75.2% | $4,695-84.8% | $2,042-65.0% |
| Participant deferral / active EE | $6,701 | $5,164+29.8% | $6,247+7.3% | $3,169+111.5% |
| Admin fee / account holder | $10 | $525-98.1% | $9,243-99.9% | $479-97.9% |