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 | $10,018 |
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).
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 | $36,600 | $89,652-59.2% | $141,162-74.1% | $65,185-43.9% |
| Participation rate | 96.2% | 74.7%+21.5pp | 82.5%+13.7pp | 70.2%+26.0pp |
| Annual return | 32.22% | 32.79%-0.6pp | 71.39%-39.2pp | 29.38%+2.8pp |
| Employer contribution / active EE | $3,425 | $3,065+11.8% | $4,735-27.7% | $2,177+57.4% |
| Participant deferral / active EE | $6,938 | $5,691+21.9% | $6,709+3.4% | $3,514+97.5% |
| Admin fee / account holder | $61 | $569-89.3% | $10,261-99.4% | $847-92.8% |