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 |
|---|---|---|
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY WEALTH PLANNING. Service code 27 · EIN 20-4458937 | Advisory (Plan) | $4,986 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,844 |
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 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 | $11,312 | $60,124-81.2% | $90,404-87.5% | $79,858-85.8% |
| Participation rate | 70.1% | 65.0%+5.1pp | 72.7%-2.6pp | 69.6%+0.5pp |
| Annual return | 18.72% | 71.94%-53.2pp | 1293.02%-1274.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,448 | $2,068-30.0% | $3,262-55.6% | $2,471-41.4% |
| Participant deferral / active EE | $2,397 | $2,938-18.4% | $3,963-39.5% | $3,740-35.9% |
| Admin fee / account holder | $58 | $3,976-98.5% | $5,611-99.0% | $5,306-98.9% |