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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,682 |
CERITY PARTNERS3 years Service code 50 PO BOX 21834 · NEW YORK, NY 10087 | Direct Payment | $16,635 |
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 | $29,565 | $58,694-49.6% | $142,863-79.3% | $85,850-65.6% |
| Participation rate | 78.3% | 58.5%+19.8pp | 71.9%+6.3pp | 69.3%+8.9pp |
| Annual return | 17.14% | 27.72%-10.6pp | 5637.54%-5620.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,224 | $1,423-14.0% | $4,144-70.5% | $2,565-52.3% |
| Participant deferral / active EE | $4,069 | $2,607+56.0% | $3,837+6.0% | $3,952+3.0% |
| Admin fee / account holder | $216 | $4,239-94.9% | $6,560-96.7% | $6,260-96.6% |