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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,620 |
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 | $71,507 | $88,890-19.6% | $102,423-30.2% | $77,643-7.9% |
| Participation rate | 81.2% | 80.9%+0.3pp | 76.5%+4.7pp | 70.6%+10.6pp |
| Annual return | 20.05% | 24.98%-4.9pp | 29.32%-9.3pp | 31.24%-11.2pp |
| Employer contribution / active EE | $5,412 | $2,698+100.6% | $3,023+79.0% | $2,726+98.5% |
| Participant deferral / active EE | $11,828 | $5,145+129.9% | $5,053+134.1% | $4,647+154.5% |
| Admin fee / account holder | $5 | $235-97.8% | $9,451-99.9% | $430-98.8% |