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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,691 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,468 | $80,753-78.4% | $136,294-87.2% | $62,292-72.0% |
| Participation rate | 78.7% | 73.5%+5.1pp | 81.9%-3.3pp | 69.5%+9.1pp |
| Annual return | 22.41% | 35.83%-13.4pp | 5155.94%-5133.5pp | 28.90%-6.5pp |
| Employer contribution / active EE | $1,176 | $2,884-59.2% | $4,695-75.0% | $2,042-42.4% |
| Participant deferral / active EE | $3,149 | $5,164-39.0% | $6,247-49.6% | $3,169-0.6% |
| Admin fee / account holder | $70 | $525-86.7% | $9,243-99.2% | $479-85.4% |