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 3-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 | $14,198 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,201 | $47,105-82.6% | $68,368-88.0% | $67,986-87.9% |
| Participation rate | 90.4% | 51.8%+38.6pp | 73.8%+16.6pp | 57.2%+33.2pp |
| Annual return | 31.48% | 48.37%-16.9pp | 292.57%-261.1pp | 31.67%-0.2pp |
| Employer contribution / active EE | $2,013 | $1,859+8.3% | $2,649-24.0% | $2,019-0.3% |
| Participant deferral / active EE | $4,251 | $2,374+79.1% | $4,123+3.1% | $3,358+26.6% |
| Admin fee / account holder | $65 | $2,435-97.3% | $5,150-98.7% | $3,203-98.0% |