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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,580 |
CERITY PARTNERS2 years Service code 13 PO BOX 21834 · NEW YORK, NY 10087 | Contract Administrator | $6,930 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,938 | $78,422-65.6% | $95,952-71.9% | $79,858-66.3% |
| Participation rate | 83.1% | 73.5%+9.7pp | 77.1%+6.1pp | 69.6%+13.5pp |
| Annual return | 22.67% | 19.37%+3.3pp | 91.61%-68.9pp | 31.71%-9.0pp |
| Employer contribution / active EE | $963 | $1,945-50.5% | $2,541-62.1% | $2,471-61.0% |
| Participant deferral / active EE | $2,896 | $3,440-15.8% | $4,167-30.5% | $3,740-22.6% |
| Admin fee / account holder | $140 | $5,622-97.5% | $6,795-97.9% | $5,306-97.4% |