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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,903 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,949 | $52,884+3.9% | $84,750-35.2% | $55,167-0.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 12.07% | 18.03%-6.0pp | 22.78%-10.7pp | 169.23%-157.2pp |
| Employer contribution / active EE | $14,567 | $2,233+552.2% | $3,574+307.6% | $1,963+642.3% |
| Participant deferral / active EE | $1,450 | $2,644-45.1% | $3,712-60.9% | $3,054-52.5% |
| Admin fee / account holder | $60 | $581-89.6% | $5,332-98.9% | $504-88.1% |