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 6-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 | $2,204 |
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 | $50,157 | $102,382-51.0% | $147,005-65.9% | $80,874-38.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.45% | 134.89%-113.4pp | 418.76%-397.3pp | 35.62%-14.2pp |
| Employer contribution / active EE | $4,581 | $3,715+23.3% | $4,934-7.2% | $2,756+66.2% |
| Participant deferral / active EE | $20,410 | $6,646+207.1% | $8,070+152.9% | $4,297+375.0% |
| Admin fee / account holder | $18 | $7,942-99.8% | $13,006-99.9% | $6,935-99.7% |