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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,292 |
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 | $11,214 | $58,083-80.7% | $80,019-86.0% | $56,287-80.1% |
| Participation rate | 93.8% | 73.6%+20.1pp | 75.8%+17.9pp | 69.9%+23.9pp |
| Annual return | -6.01% | 34.61%-40.6pp | 11.22%-17.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $863 | $1,932-55.3% | $2,468-65.0% | $2,111-59.1% |
| Participant deferral / active EE | $2,531 | $3,135-19.3% | $3,686-31.3% | $3,350-24.4% |
| Admin fee / account holder | $18 | $623-97.2% | $6,521-99.7% | $521-96.6% |