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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,742 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,073 | $65,376-20.3% | $87,100-40.2% | $65,185-20.1% |
| Participation rate | 92.4% | 75.3%+17.0pp | 76.9%+15.5pp | 70.2%+22.2pp |
| Annual return | 20.96% | 31.27%-10.3pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $994 | $1,822-45.4% | $2,521-60.6% | $2,177-54.3% |
| Participant deferral / active EE | $3,699 | $3,388+9.2% | $4,049-8.6% | $3,514+5.3% |
| Admin fee / account holder | $107 | $520-79.4% | $7,497-98.6% | $847-87.4% |