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 | $6,161 |
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 | $33,901 | $93,571-63.8% | $135,903-75.1% | $75,163-54.9% |
| Participation rate | 91.9% | 75.2%+16.8pp | 81.9%+10.0pp | 67.2%+24.7pp |
| Annual return | 27.36% | 30.90%-3.5pp | 68.23%-40.9pp | 160.62%-133.3pp |
| Employer contribution / active EE | $3,442 | $3,537-2.7% | $4,856-29.1% | $2,670+28.9% |
| Participant deferral / active EE | $7,363 | $6,404+15.0% | $7,758-5.1% | $4,125+78.5% |
| Admin fee / account holder | $46 | $6,975-99.3% | $10,762-99.6% | $5,651-99.2% |