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.4 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $10,905 |
SETAWAY LLC3 years Filed as: SETAWAY, LLC Service code 63 4 BEDFORD FARMS RD · BEDFORD, NH 03110 | 12b-1 Fees | $1,200 |
ASCENSUS LLC4 years Service code 49 · EIN 11-3665754 | Other Services | $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 | $98,236 | $65,561+49.8% | $91,541+7.3% | $74,304+32.2% |
| Participation rate | 89.1% | 56.6%+32.5pp | 69.8%+19.3pp | 60.3%+28.8pp |
| Annual return | 18.15% | 17.68%+0.5pp | 20.50%-2.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,981 | $1,717+15.3% | $2,505-20.9% | $2,241-11.6% |
| Participant deferral / active EE | $5,170 | $2,918+77.2% | $4,008+29.0% | $3,767+37.2% |
| Admin fee / account holder | $81 | $3,333-97.6% | $6,956-98.8% | $2,969-97.3% |