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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,829 |
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 | $58,069 | $86,286-32.7% | $111,297-47.8% | $85,850-32.4% |
| Participation rate | 86.0% | 73.3%+12.7pp | 77.3%+8.7pp | 69.3%+16.7pp |
| Annual return | 14.37% | 19.99%-5.6pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,140 | $2,043-44.2% | $2,731-58.2% | $2,565-55.5% |
| Participant deferral / active EE | $4,819 | $3,641+32.4% | $4,487+7.4% | $3,952+21.9% |
| Admin fee / account holder | $122 | $8,188-98.5% | $7,964-98.5% | $6,260-98.0% |