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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $422 |
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 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 | $6,271 | $59,535-89.5% | $90,160-93.0% | $62,292-89.9% |
| Participation rate | 92.1% | 73.0%+19.1pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 153.84% | 23.53%+130.3pp | 34.88%+119.0pp | 28.90%+124.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,466 | $4,639-3.7% | $5,288-15.5% | $3,169+40.9% |
| Admin fee / account holder | $2 | $337-99.5% | $5,943-100.0% | $479-99.7% |