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 | $18,602 |
QUIGLEY & MIRON1 year Filed as: QUIGLEY MIRON Service code 10 3550 WILSHIRE BLVD · LOS ANGELES, CA 90010 | Accounting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,380 | $59,186-48.7% | $76,768-60.4% | $56,287-46.0% |
| Participation rate | 87.4% | 75.2%+12.2pp | 77.0%+10.4pp | 69.9%+17.5pp |
| Annual return | -6.87% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $951 | $1,759-45.9% | $2,485-61.7% | $2,111-55.0% |
| Participant deferral / active EE | $3,993 | $3,255+22.7% | $3,852+3.7% | $3,350+19.2% |
| Admin fee / account holder | $113 | $489-76.8% | $6,675-98.3% | $521-78.3% |