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 | $1,305 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,054 | $104,475-82.7% | $159,436-88.7% | $79,386-77.3% |
| Participation rate | 92.2% | 76.6%+15.6pp | 82.8%+9.4pp | 70.7%+21.5pp |
| Annual return | 16.81% | 67.95%-51.1pp | 263.57%-246.8pp | 116.85%-100.0pp |
| Employer contribution / active EE | $2,078 | $3,417-39.2% | $4,829-57.0% | $2,427-14.4% |
| Participant deferral / active EE | $4,646 | $6,467-28.2% | $7,352-36.8% | $4,046+14.8% |
| Admin fee / account holder | $6 | $711-99.2% | $10,799-99.9% | $626-99.1% |