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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,125 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,953 | $71,883-29.1% | $86,677-41.2% | $68,494-25.6% |
| Participation rate | 72.9% | 72.2%+0.7pp | 76.6%-3.7pp | 67.9%+5.0pp |
| Annual return | -18.43% | 3.52%-22.0pp | 35.91%-54.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,351 | $2,173+8.2% | $2,836-17.1% | $2,596-9.5% |
| Participant deferral / active EE | $4,299 | $3,779+13.8% | $4,656-7.7% | $4,027+6.8% |
| Admin fee / account holder | $12 | $6,112-99.8% | $7,493-99.8% | $5,403-99.8% |