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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,070 |
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 | $48,996 | $81,474-39.9% | $133,956-63.4% | $73,488-33.3% |
| Participation rate | 69.8% | 76.4%-6.5pp | 79.8%-10.0pp | 70.7%-0.9pp |
| Annual return | 14.55% | 19.40%-4.8pp | 45.09%-30.5pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,885 | $2,209-14.7% | $3,919-51.9% | $2,270-17.0% |
| Participant deferral / active EE | $3,965 | $3,786+4.7% | $5,048-21.4% | $3,740+6.0% |
| Admin fee / account holder | $23 | $713-96.8% | $8,927-99.7% | $513-95.5% |