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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,710 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,040 | $81,460-26.3% | $103,333-41.9% | $80,856-25.7% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 16.04% | 25.55%-9.5pp | 24.88%-8.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $5,916 | $3,105+90.5% | $3,868+53.0% | $2,755+114.8% |
| Participant deferral / active EE | $8,054 | $3,869+108.2% | $5,057+59.3% | $4,296+87.5% |
| Admin fee / account holder | $38 | $6,566-99.4% | $8,355-99.5% | $6,918-99.5% |