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 | $810 |
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 | $48,570 | $82,664-41.2% | $125,339-61.2% | $68,494-29.1% |
| Participation rate | 88.4% | 75.0%+13.3pp | 82.4%+6.0pp | 67.9%+20.5pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $6,077 | $3,381+79.7% | $4,814+26.2% | $2,596+134.1% |
| Participant deferral / active EE | $12,068 | $6,110+97.5% | $7,446+62.1% | $4,027+199.7% |
| Admin fee / account holder | $6 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |