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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,055 |
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 | $107,861 | $73,102+47.5% | $123,544-12.7% | $56,287+91.6% |
| Participation rate | 91.7% | 74.3%+17.4pp | 82.3%+9.4pp | 69.9%+21.9pp |
| Annual return | -4.60% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $4,333 | $2,977+45.5% | $4,628-6.4% | $2,111+105.3% |
| Participant deferral / active EE | $10,900 | $5,423+101.0% | $6,426+69.6% | $3,350+225.4% |
| Admin fee / account holder | $22 | $554-96.1% | $9,284-99.8% | $521-95.8% |