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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 99 · EIN 23-1945930 | Other Fees | $12,354 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 99 PO BOX 745977 · LOS ANGELES, CA 90074 | Other Fees | $2,730 |
ASCENSUS LLC1 year Service code 99 · EIN 11-3665754 | Other Fees | $498 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $95,001 | $132,049-28.1% | $200,582-52.6% | $74,304+27.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 86.9%-6.9pp | 60.3%+19.7pp |
| Annual return | 17.38% | 22.22%-4.8pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,478 | $4,558-67.6% | $6,419-77.0% | $2,241-34.1% |
| Participant deferral / active EE | $10,133 | $7,213+40.5% | $9,331+8.6% | $3,767+169.0% |
| Admin fee / account holder | $93 | $2,405-96.1% | $16,305-99.4% | $2,969-96.9% |