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 | $2,780 |
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).
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 | $23,723 | $80,753-70.6% | $136,294-82.6% | $62,292-61.9% |
| Participation rate | 74.1% | 73.5%+0.5pp | 81.9%-7.8pp | 69.5%+4.6pp |
| Annual return | 54.23% | 35.83%+18.4pp | 5155.94%-5101.7pp | 28.90%+25.3pp |
| Employer contribution / active EE | $3,064 | $2,884+6.2% | $4,695-34.7% | $2,042+50.0% |
| Participant deferral / active EE | $6,354 | $5,164+23.0% | $6,247+1.7% | $3,169+100.5% |
| Admin fee / account holder | $14 | $525-97.4% | $9,243-99.9% | $479-97.1% |