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 4-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 50 · EIN 23-1945930 | Direct Payment | $1,545 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,109 | $62,127-80.5% | $81,382-85.1% | $74,495-83.7% |
| Participation rate | 96.0% | 64.0%+32.0pp | 69.5%+26.6pp | 67.2%+28.8pp |
| Annual return | 20.17% | 16.48%+3.7pp | 24.73%-4.6pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,244 | $1,882+19.2% | $2,463-8.9% | $2,623-14.4% |
| Participant deferral / active EE | $3,690 | $3,229+14.3% | $3,883-5.0% | $4,346-15.1% |
| Admin fee / account holder | $6 | $1,934-99.7% | $5,768-99.9% | $1,942-99.7% |