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 | $3,947 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $80 |
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 | $56,229 | $46,360+21.3% | $147,614-61.9% | $52,331+7.4% |
| Participation rate | 79.5% | 64.9%+14.6pp | 84.6%-5.1pp | 68.1%+11.4pp |
| Annual return | -1.13% | 1.62%-2.8pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,738 | $2,126-18.2% | $5,564-68.8% | $1,882-7.6% |
| Participant deferral / active EE | $3,566 | $2,258+58.0% | $4,895-27.1% | $3,022+18.0% |
| Admin fee / account holder | $25 | $766-96.8% | $11,611-99.8% | $592-95.8% |