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 7-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 | $14,315 |
Service code 27 24 E COTA STREET, STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $10,958 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,306 | $50,199-79.5% | $70,092-85.3% | $66,914-84.6% |
| Participation rate | 97.0% | 66.3%+30.7pp | 70.5%+26.5pp | 69.8%+27.2pp |
| Annual return | -17.60% | -13.85%-3.8pp | 190.73%-208.3pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,009 | $1,864+7.8% | $2,559-21.5% | $2,544-21.0% |
| Participant deferral / active EE | $1,910 | $3,112-38.6% | $3,849-50.4% | $4,237-54.9% |
| Admin fee / account holder | $101 | $600-83.2% | $6,267-98.4% | $593-83.0% |