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 9-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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $15,307 |
Filed as: MML INVESTORS Service code 27 · EIN 04-1590850 | Advisory (Plan) | $13,478 |
Filed as: TRIBRIDGE PARTNERS FINANCIAL Service code 27 | Advisory (Plan) | $8,338 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,739 | $101,317-67.7% | $146,958-77.7% | $74,495-56.1% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 27.55% | 8730.91%-8703.4pp | 418.34%-390.8pp | 1364.94%-1337.4pp |
| Employer contribution / active EE | $3,447 | $3,810-9.5% | $4,933-30.1% | $2,623+31.4% |
| Participant deferral / active EE | $9,227 | $7,303+26.3% | $8,070+14.3% | $4,346+112.3% |
| Admin fee / account holder | $213 | $1,739-87.7% | $12,998-98.4% | $1,942-89.0% |