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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,064 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,131 | $69,305-62.3% | $82,313-68.3% | $69,631-62.5% |
| Participation rate | 84.9% | 80.3%+4.6pp | 76.9%+8.0pp | 70.7%+14.2pp |
| Annual return | 12.38% | 21.47%-9.1pp | 25.88%-13.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $937 | $1,887-50.3% | $2,428-61.4% | $2,032-53.9% |
| Participant deferral / active EE | $2,343 | $3,568-34.3% | $3,706-36.8% | $3,224-27.3% |
| Admin fee / account holder | $147 | $97+51.5% | $5,608-97.4% | $110+33.3% |