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 | $2,430 |
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 | $41,744 | $100,923-58.6% | $150,045-72.2% | $74,304-43.8% |
| Participation rate | 71.8% | 70.1%+1.7pp | 82.3%-10.6pp | 60.3%+11.4pp |
| Annual return | 21.99% | 51.77%-29.8pp | 62.55%-40.6pp | 29.43%-7.4pp |
| Employer contribution / active EE | $3,065 | $3,463-11.5% | $4,693-34.7% | $2,241+36.7% |
| Participant deferral / active EE | $5,174 | $6,709-22.9% | $7,997-35.3% | $3,767+37.3% |
| Admin fee / account holder | $13 | $2,767-99.5% | $13,435-99.9% | $2,969-99.6% |