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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,155 |
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 | $78,329 | $70,002+11.9% | $115,037-31.9% | $52,331+49.7% |
| Participation rate | 81.4% | 72.1%+9.3pp | 81.4%0pp | 68.1%+13.3pp |
| Annual return | 21.33% | 4.04%+17.3pp | 26.14%-4.8pp | 4.54%+16.8pp |
| Employer contribution / active EE | $4,130 | $2,715+52.1% | $4,608-10.4% | $1,882+119.5% |
| Participant deferral / active EE | $10,200 | $4,920+107.3% | $6,026+69.3% | $3,022+237.5% |
| Admin fee / account holder | $44 | $566-92.3% | $8,175-99.5% | $592-92.6% |