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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $7,568 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,715 | $79,694-8.8% | $96,139-24.4% | $79,386-8.4% |
| Participation rate | 73.2% | 54.0%+19.2pp | 68.4%+4.8pp | 70.7%+2.5pp |
| Annual return | 112.08% | 40.84%+71.2pp | 191.94%-79.9pp | 116.85%-4.8pp |
| Employer contribution / active EE | $2,619 | $1,443+81.5% | $2,797-6.3% | $2,427+7.9% |
| Participant deferral / active EE | $5,077 | $2,539+100.0% | $4,349+16.8% | $4,046+25.5% |
| Admin fee / account holder | $61 | $630-90.3% | $5,537-98.9% | $626-90.3% |