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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,638 |
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 | $73,986 | $65,557+12.9% | $64,056+15.5% | $71,457+3.5% |
| Participation rate | 74.9% | 73.2%+1.7pp | 72.3%+2.6pp | 67.9%+7.0pp |
| Annual return | 22.14% | 18.94%+3.2pp | 33.69%-11.5pp | 28.85%-6.7pp |
| Employer contribution / active EE | $3,261 | $2,669+22.2% | $2,747+18.7% | $2,588+26.0% |
| Participant deferral / active EE | $7,751 | $3,626+113.8% | $3,880+99.8% | $4,289+80.7% |
| Admin fee / account holder | $19 | $616-96.9% | $3,068-99.4% | $1,587-98.8% |