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 | $78,976-38.7% | $100,383-51.7% | $74,546-35.0% |
| Participation rate | 80.8% | 79.5%+1.3pp | 81.5%-0.7pp | 67.2%+13.6pp |
| Annual return | 22.43% | 20.62%+1.8pp | 49.26%-26.8pp | 1366.03%-1343.6pp |
| Employer contribution / active EE | $2,138 | $3,019-29.2% | $3,944-45.8% | $2,624-18.5% |
| Participant deferral / active EE | $10,924 | $7,758+40.8% | $8,086+35.1% | $4,347+151.3% |
| Admin fee / account holder | $17 | $1,330-98.7% | $7,900-99.8% | $1,944-99.1% |