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.3 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $9,875 |
SETAWAY LLC2 years Filed as: SETAWAY, LLC Service code 63 4 BEDFORD FARMS RD · BEDFORD, NH 03110 | 12b-1 Fees | $250 |
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 | $84,206 | $62,127+35.5% | $81,382+3.5% | $74,495+13.0% |
| Participation rate | 80.2% | 64.0%+16.2pp | 69.5%+10.7pp | 67.2%+13.0pp |
| Annual return | 18.63% | 16.48%+2.1pp | 24.73%-6.1pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $2,084 | $1,882+10.7% | $2,463-15.4% | $2,623-20.6% |
| Participant deferral / active EE | $4,289 | $3,229+32.8% | $3,883+10.4% | $4,346-1.3% |
| Admin fee / account holder | $85 | $1,934-95.6% | $5,768-98.5% | $1,942-95.6% |