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.2 years Service code 13 · EIN 23-1945930 | Contract Administrator | $3,730 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,406 | $98,750-73.3% | $149,696-82.4% | $79,858-66.9% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 22.97% | 27.43%-4.5pp | 276.60%-253.6pp | 31.71%-8.7pp |
| Employer contribution / active EE | $37 | $3,216-98.9% | $4,644-99.2% | $2,471-98.5% |
| Participant deferral / active EE | $12,342 | $5,680+117.3% | $6,842+80.4% | $3,740+230.0% |
| Admin fee / account holder | $26 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |