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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.
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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 | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,500 | $66,402-54.1% | $109,895-72.2% | $85,850-64.5% |
| Participation rate | 54.4% | 63.9%-9.4pp | 74.2%-19.8pp | 69.3%-14.9pp |
| Annual return | 16.30% | 19.59%-3.3pp | 29.45%-13.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $3,429 | $1,687+103.2% | $2,842+20.6% | $2,565+33.7% |
| Participant deferral / active EE | $3,040 | $2,842+7.0% | $4,048-24.9% | $3,952-23.1% |
| Admin fee / account holder | $4 | $4,557-99.9% | $6,066-99.9% | $6,260-99.9% |