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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $17,243 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $11,650 |
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 | $31,834 | $57,016-44.2% | $84,966-62.5% | $80,856-60.6% |
| Participation rate | 93.6% | 56.3%+37.3pp | 67.5%+26.1pp | 67.6%+26.0pp |
| Annual return | 13.18% | 21.66%-8.5pp | 66.38%-53.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,200 | $1,798+22.4% | $2,727-19.3% | $2,755-20.1% |
| Participant deferral / active EE | $9,227 | $3,110+196.7% | $4,519+104.2% | $4,296+114.8% |
| Admin fee / account holder | $206 | $4,980-95.9% | $6,149-96.6% | $6,918-97.0% |