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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,150 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,790 | $109,881-35.6% | $150,045-52.8% | $84,808-16.5% |
| Participation rate | 98.0% | 76.1%+21.9pp | 82.3%+15.7pp | 68.3%+29.7pp |
| Annual return | 24.01% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $3,299 | $3,561-7.4% | $4,693-29.7% | $2,631+25.4% |
| Participant deferral / active EE | $16,076 | $6,636+142.3% | $7,997+101.0% | $4,212+281.7% |
| Admin fee / account holder | $49 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |