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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,290 |
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 | $13,055 | $63,299-79.4% | $91,001-85.7% | $62,292-79.0% |
| Participation rate | 89.9% | 73.3%+16.6pp | 75.6%+14.3pp | 69.5%+20.4pp |
| Annual return | 19.17% | 20.99%-1.8pp | 4.60%+14.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $679 | $1,807-62.4% | $2,456-72.3% | $2,042-66.7% |
| Participant deferral / active EE | $2,082 | $2,943-29.2% | $3,547-41.3% | $3,169-34.3% |
| Admin fee / account holder | $14 | $468-97.0% | $5,417-99.7% | $479-97.1% |