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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,945 |
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 | $22,880 | $47,922-52.3% | $75,886-69.8% | $65,185-64.9% |
| Participation rate | 40.3% | 63.0%-22.7pp | 69.3%-29.0pp | 70.2%-29.9pp |
| Annual return | 49.34% | 24.12%+25.2pp | 30.76%+18.6pp | 29.38%+20.0pp |
| Employer contribution / active EE | $455 | $1,557-70.8% | $2,500-81.8% | $2,177-79.1% |
| Participant deferral / active EE | $1,446 | $2,550-43.3% | $3,603-59.9% | $3,514-58.9% |
| Admin fee / account holder | $107 | $532-79.8% | $5,418-98.0% | $847-87.3% |