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 | $10,362 |
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 | $102,492 | $58,726+74.5% | $92,233+11.1% | $62,292+64.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.43% | 43.62%-28.2pp | 176.28%-160.8pp | 28.90%-13.5pp |
| Employer contribution / active EE | $3,870 | $2,392+61.8% | $3,679+5.2% | $2,042+89.5% |
| Participant deferral / active EE | $3,242 | $2,766+17.2% | $3,897-16.8% | $3,169+2.3% |
| Admin fee / account holder | $42 | $556-92.5% | $5,194-99.2% | $479-91.3% |