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 |
|---|---|---|
CERITY PARTNERS1 year Service code 13 PO BOX 21834 · NEW YORK, NY 10087 | Contract Administrator | $15,488 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,690 |
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).
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 | $23,618 | $65,376-63.9% | $87,100-72.9% | $65,185-63.8% |
| Participation rate | 81.2% | 75.3%+5.9pp | 76.9%+4.3pp | 70.2%+11.0pp |
| Annual return | 23.26% | 31.27%-8.0pp | 28.19%-4.9pp | 29.38%-6.1pp |
| Employer contribution / active EE | $770 | $1,822-57.8% | $2,521-69.5% | $2,177-64.6% |
| Participant deferral / active EE | $2,425 | $3,388-28.4% | $4,049-40.1% | $3,514-31.0% |
| Admin fee / account holder | $191 | $520-63.3% | $7,497-97.5% | $847-77.5% |