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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,404 |
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 | $50,305 | $54,573-7.8% | $90,951-44.7% | $73,488-31.5% |
| Participation rate | 89.3% | 61.2%+28.1pp | 69.0%+20.3pp | 70.7%+18.6pp |
| Annual return | 13.57% | 16.69%-3.1pp | 134.60%-121.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $816 | $991-17.7% | $2,122-61.5% | $2,270-64.1% |
| Participant deferral / active EE | $2,247 | $2,517-10.7% | $3,373-33.4% | $3,740-39.9% |
| Admin fee / account holder | $128 | $521-75.5% | $5,959-97.9% | $513-75.1% |