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 | $56,317-85.4% | $71,209-88.5% | $74,304-89.0% |
| Participation rate | 90.4% | 55.1%+35.3pp | 73.8%+16.6pp | 60.3%+30.1pp |
| Annual return | 31.48% | 42.83%-11.4pp | 282.51%-251.0pp | 29.43%+2.0pp |
| Employer contribution / active EE | $2,013 | $2,160-6.8% | $2,721-26.0% | $2,241-10.2% |
| Participant deferral / active EE | $4,251 | $2,788+52.5% | $4,175+1.8% | $3,767+12.8% |
| Admin fee / account holder | $65 | $2,290-97.2% | $5,349-98.8% | $2,969-97.8% |