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 | $7,588 |
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 | $39,726 | $86,929-54.3% | $102,423-61.2% | $80,856-50.9% |
| Participation rate | 83.1% | 72.4%+10.7pp | 76.5%+6.6pp | 67.6%+15.5pp |
| Annual return | 48.05% | 18.88%+29.2pp | 29.32%+18.7pp | 35.59%+12.5pp |
| Employer contribution / active EE | $5,510 | $2,369+132.6% | $3,023+82.3% | $2,755+100.0% |
| Participant deferral / active EE | $10,639 | $4,118+158.3% | $5,053+110.5% | $4,296+147.7% |
| Admin fee / account holder | $52 | $8,049-99.4% | $9,451-99.5% | $6,918-99.2% |