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 15 · EIN 23-1945930 | Recordkeeping | $5,506 |
TD AMERITRADE, INC.2 years 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,460 | $37,393+48.3% | $77,024-28.0% | $66,914-17.1% |
| Participation rate | 72.7% | 52.9%+19.9pp | 67.9%+4.8pp | 69.8%+2.9pp |
| Annual return | -15.58% | -3.29%-12.3pp | 42.32%-57.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,096 | $1,531+102.2% | $2,812+10.1% | $2,544+21.7% |
| Participant deferral / active EE | $6,194 | $2,617+136.7% | $4,426+39.9% | $4,237+46.2% |
| Admin fee / account holder | $29 | $567-94.9% | $5,425-99.5% | $593-95.1% |