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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,248 |
ASCENSUS LLC1 year Service code 71 · EIN 11-3665754 | Brokerage Fees | $0 |
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 | $126,615 | $63,745+98.6% | $98,442+28.6% | $79,386+59.5% |
| Participation rate | 94.9% | 69.9%+25.0pp | 73.3%+21.6pp | 70.7%+24.2pp |
| Annual return | 17.15% | 625.80%-608.7pp | 1492.73%-1475.6pp | 116.85%-99.7pp |
| Employer contribution / active EE | $8,951 | $2,557+250.1% | $2,960+202.4% | $2,427+268.7% |
| Participant deferral / active EE | $6,648 | $3,303+101.3% | $4,276+55.5% | $4,046+64.3% |
| Admin fee / account holder | $61 | $516-88.2% | $5,949-99.0% | $626-90.3% |