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 5-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,084 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,275 | $73,638+19.9% | $95,952-8.0% | $73,488+20.1% |
| Participation rate | 92.6% | 76.2%+16.5pp | 77.1%+15.6pp | 70.7%+22.0pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.61%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,477 | $1,863-20.7% | $2,541-41.9% | $2,270-34.9% |
| Participant deferral / active EE | $2,754 | $3,617-23.9% | $4,167-33.9% | $3,740-26.4% |
| Admin fee / account holder | $58 | $482-87.9% | $6,795-99.1% | $513-88.7% |