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 | $5,897 |
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 | $59,890 | $79,519-24.7% | $95,952-37.6% | $73,409-18.4% |
| Participation rate | 74.8% | 81.2%-6.4pp | 77.1%-2.3pp | 72.2%+2.6pp |
| Annual return | 34.08% | 19.20%+14.9pp | 91.61%-57.5pp | 59.29%-25.2pp |
| Employer contribution / active EE | $4,471 | $2,048+118.3% | $2,541+76.0% | $2,234+100.2% |
| Participant deferral / active EE | $8,825 | $4,138+113.3% | $4,167+111.8% | $3,805+131.9% |
| Admin fee / account holder | $13 | $184-93.1% | $6,795-99.8% | $158-91.9% |