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 | $2,370 |
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 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 | $17,843 | $46,297-61.5% | $71,671-75.1% | $62,292-71.4% |
| Participation rate | 37.4% | 60.6%-23.3pp | 68.7%-31.4pp | 69.5%-32.2pp |
| Annual return | 19.46% | 22.32%-2.9pp | 20.65%-1.2pp | 28.90%-9.4pp |
| Employer contribution / active EE | $848 | $1,412-39.9% | $2,460-65.5% | $2,042-58.5% |
| Participant deferral / active EE | $1,672 | $2,235-25.2% | $3,438-51.4% | $3,169-47.2% |
| Admin fee / account holder | $26 | $461-94.3% | $5,558-99.5% | $479-94.6% |