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 6-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,806 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $14,801 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,843 | $84,556-76.5% | $116,228-82.9% | $74,304-73.3% |
| Participation rate | 95.6% | 66.0%+29.6pp | 74.6%+21.1pp | 60.3%+35.3pp |
| Annual return | 16.42% | 18.35%-1.9pp | 90.06%-73.6pp | 29.43%-13.0pp |
| Employer contribution / active EE | $3,206 | $2,168+47.9% | $2,994+7.0% | $2,241+43.0% |
| Participant deferral / active EE | $3,845 | $3,814+0.8% | $4,953-22.4% | $3,767+2.1% |
| Admin fee / account holder | $137 | $3,792-96.4% | $11,989-98.9% | $2,969-95.4% |