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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,764 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,024 | $106,028-61.3% | $146,958-72.1% | $77,643-47.2% |
| Participation rate | 49.6% | 78.4%-28.7pp | 82.2%-32.5pp | 70.6%-21.0pp |
| Annual return | 23.92% | 56.73%-32.8pp | 418.34%-394.4pp | 31.24%-7.3pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,177 | $7,990-10.2% | $8,070-11.1% | $4,647+54.4% |
| Admin fee / account holder | $43 | $337-87.4% | $12,998-99.7% | $430-90.1% |