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.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $9,846 |
SETAWAY LLC1 year Filed as: SETAWAY, LLC Service code 63 4 BEDFORD FARMS RD · BEDFORD, NH 03110 | 12b-1 Fees | $300 |
ASCENSUS LLC2 years Service code 27 · EIN 11-3665754 | Advisory (Plan) | $0 |
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 | $66,269 | $56,423+17.4% | $77,163-14.1% | $71,457-7.3% |
| Participation rate | 77.6% | 64.3%+13.3pp | 69.6%+8.0pp | 67.9%+9.7pp |
| Annual return | 17.83% | 19.05%-1.2pp | 37.87%-20.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,709 | $1,866-8.4% | $2,535-32.6% | $2,588-34.0% |
| Participant deferral / active EE | $3,620 | $3,142+15.2% | $3,833-5.6% | $4,289-15.6% |
| Admin fee / account holder | $81 | $1,429-94.4% | $5,472-98.5% | $1,587-94.9% |