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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,224 |
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 | $52,915 | $73,884-28.4% | $95,952-44.9% | - |
| Participation rate | 85.9% | 80.0%+5.9pp | 77.1%+8.8pp | - |
| Annual return | 11.70% | 11.13%+0.6pp | 91.61%-79.9pp | - |
| Employer contribution / active EE | $1,009 | $1,782-43.4% | $2,541-60.3% | - |
| Participant deferral / active EE | $3,978 | $3,914+1.6% | $4,167-4.5% | - |
| Admin fee / account holder | $115 | $4,316-97.3% | $6,795-98.3% | - |