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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,442 |
CERITY PARTNERS5 years Service code 50 99 PARK AVE · NEW YORK, NY 10016 | Direct Payment | $16,027 |
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 | $31,046 | $49,173-36.9% | $121,098-74.4% | $75,163-58.7% |
| Participation rate | 90.0% | 55.4%+34.6pp | 69.5%+20.5pp | 67.2%+22.8pp |
| Annual return | 18.64% | 55.99%-37.3pp | 985.75%-967.1pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,164 | $1,546-24.7% | $4,164-72.0% | $2,670-56.4% |
| Participant deferral / active EE | $4,122 | $2,628+56.9% | $4,080+1.0% | $4,125-0.1% |
| Admin fee / account holder | $227 | $3,942-94.2% | $5,644-96.0% | $5,651-96.0% |