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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,350 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,619 | $99,078-41.8% | $96,544-40.3% | $74,419-22.6% |
| Participation rate | 75.3% | 80.7%-5.3pp | 76.0%-0.6pp | 70.7%+4.6pp |
| Annual return | 24.31% | 22.48%+1.8pp | 25.84%-1.5pp | 34.38%-10.1pp |
| Employer contribution / active EE | $3,485 | $2,570+35.6% | $2,965+17.6% | $2,637+32.2% |
| Participant deferral / active EE | $8,982 | $4,933+82.1% | $4,851+85.2% | $4,528+98.4% |
| Admin fee / account holder | $5 | $225-97.9% | $8,252-99.9% | $348-98.6% |