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 5-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 | $3,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,012 | $82,202-80.5% | $125,339-87.2% | $64,808-75.3% |
| Participation rate | 33.9% | 77.9%-44.0pp | 82.4%-48.5pp | 71.5%-37.6pp |
| Annual return | 24.46% | 3.48%+21.0pp | 572.05%-547.6pp | 32.82%-8.4pp |
| Employer contribution / active EE | $9 | $3,615-99.8% | $4,814-99.8% | $2,506-99.6% |
| Participant deferral / active EE | $3,938 | $7,175-45.1% | $7,446-47.1% | $4,310-8.6% |
| Admin fee / account holder | $24 | $163-85.4% | $10,010-99.8% | $188-87.3% |