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 15 · EIN 23-1945930 | Recordkeeping | $4,103 |
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 | $20,374 | $58,577-65.2% | $83,333-75.6% | $64,186-68.3% |
| Participation rate | 94.0% | 72.0%+21.9pp | 77.8%+16.2pp | 69.6%+24.4pp |
| Annual return | -3.80% | 9.65%-13.4pp | 10.63%-14.4pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,131 | $4,654+117.7% | $5,565+82.1% | $3,470+192.0% |
| Admin fee / account holder | $22 | $9,275-99.8% | $7,510-99.7% | $4,888-99.6% |