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 8-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 | $7,508 |
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 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 | $6,580 | $73,404-91.0% | $87,100-92.4% | $67,579-90.3% |
| Participation rate | 98.1% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 51.94% | 48.29%+3.6pp | 28.19%+23.8pp | 378.56%-326.6pp |
| Employer contribution / active EE | $2,227 | $2,014+10.6% | $2,521-11.7% | $2,148+3.7% |
| Participant deferral / active EE | $1,881 | $3,913-51.9% | $4,049-53.5% | $3,539-46.8% |
| Admin fee / account holder | $22 | $142-84.4% | $7,497-99.7% | $142-84.5% |