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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,973 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,564 | $72,492-34.4% | $87,100-45.4% | $72,985-34.8% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 26.21% | 24.46%+1.7pp | 28.19%-2.0pp | 81.00%-54.8pp |
| Employer contribution / active EE | $1,378 | $1,894-27.2% | $2,521-45.3% | $2,440-43.5% |
| Participant deferral / active EE | $3,442 | $3,270+5.3% | $4,049-15.0% | $3,607-4.6% |
| Admin fee / account holder | $28 | $5,055-99.4% | $7,497-99.6% | $5,124-99.4% |