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 | $1,460 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,904 | $64,348-69.1% | $90,160-77.9% | $70,131-71.6% |
| Participation rate | 89.6% | 70.4%+19.2pp | 76.9%+12.7pp | 69.5%+20.1pp |
| Annual return | 19.57% | 28.13%-8.6pp | 34.88%-15.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,568 | $4,389+163.6% | $5,288+118.8% | $3,332+247.2% |
| Admin fee / account holder | $9 | $3,944-99.8% | $5,943-99.9% | $4,645-99.8% |