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 |
|---|---|---|
VITA PLANNING GROUP LLC1+ years Filed as: VITA PLANNING GROUP Service code 15 · EIN 94-2595918 | Recordkeeping | $13,165 |
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $849 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,363 | $70,667-44.3% | $123,104-68.0% | $52,331-24.8% |
| Participation rate | 80.0% | 83.7%-3.7pp | 86.8%-6.8pp | 68.1%+11.9pp |
| Annual return | -1.32% | 6.23%-7.6pp | 13.22%-14.5pp | 4.54%-5.9pp |
| Employer contribution / active EE | $2,314 | $2,946-21.4% | $5,151-55.1% | $1,882+23.0% |
| Participant deferral / active EE | $6,870 | $4,493+52.9% | $6,230+10.3% | $3,022+127.3% |
| Admin fee / account holder | $126 | $506-75.1% | $9,015-98.6% | $592-78.7% |