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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 100 VANGUARD BLVD · MALVERN, PA 19355 | Recordkeeping | $9,354 |
RELATION INSURANCE SERVICES2+ years Service code 63 · EIN 26-4823657 1277 TREAT BOULEVARD · WALNUT CREEK, CA 94597 | 12b-1 Fees | $6,475 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISORY SERVICES Service code 16 · EIN 47-1566880 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Consulting | $6,251 |
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 | $9,057 | $60,261-85.0% | $81,783-88.9% | $74,546-87.8% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 22.66% | 16.88%+5.8pp | 775.05%-752.4pp | 1366.03%-1343.4pp |
| Employer contribution / active EE | $3,435 | $2,622+31.0% | $2,913+17.9% | $2,624+30.9% |
| Participant deferral / active EE | $2,536 | $3,388-25.1% | $4,320-41.3% | $4,347-41.7% |
| Admin fee / account holder | $40 | $1,482-97.3% | $7,380-99.5% | $1,944-97.9% |