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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,000 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,304 | $79,124-25.0% | $60,874-2.6% | $64,808-8.5% |
| Participation rate | 71.5% | 77.7%-6.2pp | 73.1%-1.6pp | 71.5%+0.1pp |
| Annual return | -10.18% | -7.13%-3.0pp | 16.90%-27.1pp | 32.82%-43.0pp |
| Employer contribution / active EE | $2,467 | $3,050-19.1% | $2,701-8.7% | $2,506-1.6% |
| Participant deferral / active EE | $5,933 | $3,725+59.3% | $3,817+55.4% | $4,310+37.6% |
| Admin fee / account holder | $16 | $106-84.8% | $3,224-99.5% | $188-91.5% |