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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,253 |
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 | $109,787 | $80,753+36.0% | $136,294-19.4% | $62,292+76.2% |
| Participation rate | 86.2% | 73.5%+12.6pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 17.11% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $4,147 | $2,884+43.8% | $4,695-11.7% | $2,042+103.1% |
| Participant deferral / active EE | $10,123 | $5,164+96.0% | $6,247+62.0% | $3,169+219.4% |
| Admin fee / account holder | $32 | $525-93.9% | $9,243-99.7% | $479-93.3% |