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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,255 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,270 | $79,171-40.3% | $102,423-53.8% | $74,495-36.5% |
| Participation rate | 84.5% | 74.8%+9.7pp | 76.5%+8.0pp | 67.2%+17.3pp |
| Annual return | 14.00% | 54.93%-40.9pp | 29.32%-15.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,550 | $2,362-34.4% | $3,023-48.7% | $2,623-40.9% |
| Participant deferral / active EE | $5,040 | $4,415+14.2% | $5,053-0.3% | $4,346+16.0% |
| Admin fee / account holder | $101 | $2,001-95.0% | $9,451-98.9% | $1,942-94.8% |