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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,219 |
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 | $43,108 | $89,769-52.0% | $76,768-43.8% | - |
| Participation rate | 91.9% | 75.1%+16.9pp | 77.0%+15.0pp | - |
| Annual return | -5.42% | -5.73%+0.3pp | 2.43%-7.9pp | - |
| Employer contribution / active EE | $956 | $1,505-36.5% | $2,485-61.5% | - |
| Participant deferral / active EE | $3,523 | $3,196+10.2% | $3,852-8.5% | - |
| Admin fee / account holder | $118 | $4,068-97.1% | $6,675-98.2% | - |