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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,571 |
CERITY PARTNERS4 years Service code 13 PO BOX 21834 · NEW YORK, NY 10087 | Contract Administrator | $16,917 |
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 | $25,882 | $46,674-44.5% | $117,472-78.0% | $68,494-62.2% |
| Participation rate | 83.6% | 56.8%+26.8pp | 70.6%+13.0pp | 67.9%+15.7pp |
| Annual return | -1.61% | -14.52%+12.9pp | 29.74%-31.3pp | -7.84%+6.2pp |
| Employer contribution / active EE | $1,032 | $1,505-31.4% | $4,176-75.3% | $2,596-60.3% |
| Participant deferral / active EE | $3,207 | $2,636+21.7% | $4,070-21.2% | $4,027-20.4% |
| Admin fee / account holder | $238 | $4,020-94.1% | $5,645-95.8% | $5,403-95.6% |