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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,702 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $9,451 |
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 | $67,675 | $87,870-23.0% | $113,168-40.2% | $74,304-8.9% |
| Participation rate | 77.4% | 70.7%+6.6pp | 76.6%+0.8pp | 60.3%+17.0pp |
| Annual return | 16.69% | 26.44%-9.7pp | 24.27%-7.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,944 | $2,277-14.6% | $2,975-34.7% | $2,241-13.3% |
| Participant deferral / active EE | $4,990 | $4,241+17.7% | $5,107-2.3% | $3,767+32.5% |
| Admin fee / account holder | $193 | $3,368-94.3% | $12,068-98.4% | $2,969-93.5% |