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 8-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 | $2,295 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,444 | $79,013-38.7% | $100,391-51.7% | $74,495-35.0% |
| Participation rate | 80.8% | 79.5%+1.3pp | 81.5%-0.7pp | 67.2%+13.6pp |
| Annual return | 22.43% | 20.41%+2.0pp | 49.20%-26.8pp | 1364.94%-1342.5pp |
| Employer contribution / active EE | $2,138 | $3,021-29.2% | $3,942-45.8% | $2,623-18.5% |
| Participant deferral / active EE | $10,924 | $7,760+40.8% | $8,082+35.2% | $4,346+151.4% |
| Admin fee / account holder | $17 | $1,320-98.7% | $7,899-99.8% | $1,942-99.1% |