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 | $1,500 |
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 | $15,414 | $42,396-63.6% | $67,313-77.1% | $56,287-72.6% |
| Participation rate | 79.9% | 61.0%+18.9pp | 69.1%+10.8pp | 69.9%+10.0pp |
| Annual return | -7.07% | -36.63%+29.6pp | -4.08%-3.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,806 | $1,414+27.8% | $2,566-29.6% | $2,111-14.4% |
| Participant deferral / active EE | $3,000 | $2,360+27.2% | $3,568-15.9% | $3,350-10.4% |
| Admin fee / account holder | $10 | $510-98.1% | $4,507-99.8% | $521-98.1% |