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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,514 |
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 | $71,116 | $102,317-30.5% | $146,958-51.6% | $80,856-12.0% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 17.18% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $7,533 | $3,713+102.9% | $4,933+52.7% | $2,755+173.4% |
| Participant deferral / active EE | $13,651 | $6,644+105.5% | $8,070+69.2% | $4,296+217.8% |
| Admin fee / account holder | $11 | $7,941-99.9% | $12,998-99.9% | $6,918-99.8% |