See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,916 |
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 | $42,617 | $80,753-47.2% | $136,294-68.7% | $62,292-31.6% |
| Participation rate | 85.7% | 73.5%+12.2pp | 81.9%+3.8pp | 69.5%+16.2pp |
| Annual return | 33.36% | 35.83%-2.5pp | 5155.94%-5122.6pp | 28.90%+4.5pp |
| Employer contribution / active EE | $2,540 | $2,884-11.9% | $4,695-45.9% | $2,042+24.4% |
| Participant deferral / active EE | $8,479 | $5,164+64.2% | $6,247+35.7% | $3,169+167.5% |
| Admin fee / account holder | $50 | $525-90.5% | $9,243-99.5% | $479-89.6% |