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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,250 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 PO BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $12,500 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,730 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,595 | $79,171-60.1% | $102,423-69.2% | $74,495-57.6% |
| Participation rate | 74.3% | 74.8%-0.5pp | 76.5%-2.1pp | 67.2%+7.1pp |
| Annual return | 11.32% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,794 | $2,362-24.1% | $3,023-40.7% | $2,623-31.6% |
| Participant deferral / active EE | $4,265 | $4,415-3.4% | $5,053-15.6% | $4,346-1.9% |
| Admin fee / account holder | $130 | $2,001-93.5% | $9,451-98.6% | $1,942-93.3% |