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 | $6,115 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,108 | $73,638-45.5% | $108,410-63.0% | $79,386-49.5% |
| Participation rate | 70.8% | 77.4%-6.6pp | 80.1%-9.3pp | 70.7%+0.1pp |
| Annual return | 108.31% | 33.27%+75.0pp | 905.27%-797.0pp | 116.85%-8.5pp |
| Employer contribution / active EE | $2,422 | $2,397+1.1% | $3,558-31.9% | $2,427-0.2% |
| Participant deferral / active EE | $6,176 | $6,218-0.7% | $6,563-5.9% | $4,046+52.7% |
| Admin fee / account holder | $35 | $638-94.6% | $7,295-99.5% | $626-94.5% |