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 | $1,570 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,422 | $85,766-62.2% | $136,294-76.2% | $70,131-53.8% |
| Participation rate | 88.2% | 74.2%+14.0pp | 81.9%+6.2pp | 69.5%+18.6pp |
| Annual return | 33.88% | 31.45%+2.4pp | 5155.94%-5122.1pp | 73.14%-39.3pp |
| Employer contribution / active EE | $1,313 | $2,966-55.7% | $4,695-72.0% | $2,342-43.9% |
| Participant deferral / active EE | $3,749 | $5,051-25.8% | $6,247-40.0% | $3,332+12.5% |
| Admin fee / account holder | $12 | $5,420-99.8% | $9,243-99.9% | $4,645-99.7% |