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 | $15,836 |
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).
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 | $16,667 | $73,102-77.2% | $123,544-86.5% | $56,287-70.4% |
| Participation rate | 83.3% | 74.3%+9.0pp | 82.3%+1.0pp | 69.9%+13.5pp |
| Annual return | -7.06% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,153 | $2,977-61.3% | $4,628-75.1% | $2,111-45.4% |
| Participant deferral / active EE | $3,992 | $5,423-26.4% | $6,426-37.9% | $3,350+19.2% |
| Admin fee / account holder | $85 | $554-84.6% | $9,284-99.1% | $521-83.7% |