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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,202 |
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 | $42,557 | $65,435-35.0% | $86,677-50.9% | $66,914-36.4% |
| Participation rate | 87.0% | 75.5%+11.5pp | 76.6%+10.4pp | 69.8%+17.2pp |
| Annual return | -12.73% | -10.89%-1.8pp | 35.91%-48.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,261 | $2,153-41.4% | $2,836-55.5% | $2,544-50.4% |
| Participant deferral / active EE | $4,448 | $4,100+8.5% | $4,656-4.5% | $4,237+5.0% |
| Admin fee / account holder | $71 | $642-89.0% | $7,493-99.1% | $593-88.1% |