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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,302 |
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 | $56,484 | $102,317-44.8% | $146,958-61.6% | $80,856-30.1% |
| Participation rate | 97.3% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 19.58% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,550 | $3,713-4.4% | $4,933-28.0% | $2,755+28.9% |
| Participant deferral / active EE | $9,617 | $6,644+44.7% | $8,070+19.2% | $4,296+123.9% |
| Admin fee / account holder | $59 | $7,941-99.3% | $12,998-99.5% | $6,918-99.1% |