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 | $6,507 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,710 | $82,664-65.3% | $125,339-77.1% | $68,494-58.1% |
| Participation rate | 81.0% | 75.0%+5.9pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -17.65% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $10,948 | $3,381+223.8% | $4,814+127.4% | $2,596+321.7% |
| Participant deferral / active EE | $8,842 | $6,110+44.7% | $7,446+18.7% | $4,027+119.5% |
| Admin fee / account holder | $50 | $6,275-99.2% | $10,010-99.5% | $5,403-99.1% |