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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,885 |
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 | $21,909 | $78,485-72.1% | $106,213-79.4% | $74,495-70.6% |
| Participation rate | 90.6% | 72.8%+17.8pp | 75.3%+15.3pp | 67.2%+23.4pp |
| Annual return | 37.07% | 15.95%+21.1pp | 116.14%-79.1pp | 1364.94%-1327.9pp |
| Employer contribution / active EE | $2,149 | $2,523-14.8% | $3,171-32.2% | $2,623-18.1% |
| Participant deferral / active EE | $3,435 | $4,322-20.5% | $5,016-31.5% | $4,346-21.0% |
| Admin fee / account holder | $25 | $2,232-98.9% | $11,033-99.8% | $1,942-98.7% |