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 | $1,320 |
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 | $19,482 | $155,795-87.5% | $136,294-85.7% | $69,631-72.0% |
| Participation rate | 79.3% | 75.2%+4.0pp | 81.9%-2.6pp | 70.7%+8.6pp |
| Annual return | 93.85% | 232464.33%-232370.5pp | 5155.94%-5062.1pp | 27571.02%-27477.2pp |
| Employer contribution / active EE | $2,136 | $2,991-28.6% | $4,695-54.5% | $2,032+5.1% |
| Participant deferral / active EE | $5,642 | $5,394+4.6% | $6,247-9.7% | $3,224+75.0% |
| Admin fee / account holder | $5 | $128-95.8% | $9,243-99.9% | $110-95.1% |