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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,830 |
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 | $43,430 | $78,781-44.9% | $100,516-56.8% | $73,409-40.8% |
| Participation rate | 73.1% | 80.0%-7.0pp | 79.4%-6.3pp | 72.2%+0.9pp |
| Annual return | 22.43% | 31.69%-9.3pp | 30.89%-8.5pp | 59.29%-36.9pp |
| Employer contribution / active EE | $2,577 | $2,420+6.5% | $3,418-24.6% | $2,234+15.4% |
| Participant deferral / active EE | $5,632 | $6,537-13.9% | $6,270-10.2% | $3,805+48.0% |
| Admin fee / account holder | $2 | $145-98.3% | $8,081-100.0% | $158-98.4% |