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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $18,866 |
VAUGHN FINANCIAL SERVICES4+ years Service code 26 · EIN 26-2852104 | Advisory (Participants) | $7,870 |
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 | $27,013 | $62,586-56.8% | $76,768-64.8% | $64,186-57.9% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -6.88% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $476 | $1,832-74.0% | $2,485-80.8% | $2,381-80.0% |
| Participant deferral / active EE | $1,934 | $3,145-38.5% | $3,852-49.8% | $3,470-44.3% |
| Admin fee / account holder | $237 | $4,667-94.9% | $6,675-96.5% | $4,888-95.2% |