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 4-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,453 | $84,487-81.7% | $125,339-87.7% | $66,914-76.9% |
| Participation rate | 77.9% | 76.4%+1.5pp | 82.4%-4.5pp | 69.8%+8.1pp |
| Annual return | 0.00% | -8.39%+8.4pp | 572.05%-572.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $3,624 | $3,553+2.0% | $4,814-24.7% | $2,544+42.4% |
| Participant deferral / active EE | $7,842 | $6,781+15.6% | $7,446+5.3% | $4,237+85.1% |
| Admin fee / account holder | $19 | $685-97.2% | $10,010-99.8% | $593-96.8% |