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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 | $5,410 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,044 | $55,415-63.8% | $155,509-87.1% | $74,495-73.1% |
| Participation rate | 91.4% | 61.9%+29.5pp | 78.2%+13.2pp | 67.2%+24.2pp |
| Annual return | 15.28% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,324 | $2,267+46.6% | $4,672-28.9% | $2,623+26.7% |
| Participant deferral / active EE | $4,137 | $2,836+45.9% | $5,626-26.5% | $4,346-4.8% |
| Admin fee / account holder | $39 | $1,738-97.7% | $15,912-99.8% | $1,942-98.0% |