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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,590 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,223 | $73,102-66.9% | $123,544-80.4% | $56,287-57.0% |
| Participation rate | 81.6% | 74.3%+7.2pp | 82.3%-0.7pp | 69.9%+11.7pp |
| Annual return | -7.22% | 3.01%-10.2pp | 119.20%-126.4pp | -9.96%+2.7pp |
| Employer contribution / active EE | $2,506 | $2,977-15.8% | $4,628-45.9% | $2,111+18.7% |
| Participant deferral / active EE | $4,987 | $5,423-8.0% | $6,426-22.4% | $3,350+48.9% |
| Admin fee / account holder | $21 | $554-96.2% | $9,284-99.8% | $521-95.9% |