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 8-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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,703 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,398 | $101,317-24.6% | $146,958-48.0% | $74,495+2.6% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.2pp | 67.2%+32.1pp |
| Annual return | 18.22% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $7,816 | $3,810+105.1% | $4,933+58.4% | $2,623+198.0% |
| Participant deferral / active EE | $16,494 | $7,303+125.8% | $8,070+104.4% | $4,346+279.5% |
| Admin fee / account holder | $53 | $1,739-97.0% | $12,998-99.6% | $1,942-97.3% |