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 | $13,895 |
Filed as: FIDUCIARY PLAN CONSULTANTS Service code 27 · EIN 47-1186155 | Advisory (Plan) | $5,012 |
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 | $71,189 | $98,750-27.9% | $149,696-52.4% | $79,858-10.9% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.2pp | 69.6%+25.0pp |
| Annual return | 19.49% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $3,576 | $3,216+11.2% | $4,644-23.0% | $2,471+44.7% |
| Participant deferral / active EE | $7,133 | $5,680+25.6% | $6,842+4.3% | $3,740+90.7% |
| Admin fee / account holder | $136 | $6,053-97.8% | $9,309-98.5% | $5,306-97.4% |