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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,231 | $53,412-77.1% | $68,509-82.1% | $52,331-76.6% |
| Participation rate | 81.0% | 71.7%+9.3pp | 74.7%+6.3pp | 68.1%+12.9pp |
| Annual return | -0.16% | 3.42%-3.6pp | 8.27%-8.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $682 | $1,607-57.5% | $2,278-70.0% | $1,882-63.7% |
| Participant deferral / active EE | $1,900 | $2,688-29.3% | $3,382-43.8% | $3,022-37.1% |
| Admin fee / account holder | $12 | $461-97.3% | $5,275-99.8% | $592-97.9% |