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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $98,362 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $66,811 |
TIAA1 year Filed as: TIAA-CREF Service code 19 · EIN 13-3760073 | Securities Custodian | $13,318 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,710 | $113,699+36.1% | $70,449+119.6% | $93,223+66.0% |
| Participation rate | 85.2% | 77.8%+7.4pp | 75.1%+10.2pp | 74.9%+10.3pp |
| Annual return | 13.47% | 14.93%-1.5pp | 109.03%-95.6pp | 19.29%-5.8pp |
| Employer contribution / active EE | $4,315 | $3,991+8.1% | $2,737+57.7% | $2,680+61.0% |
| Participant deferral / active EE | $4,766 | $4,485+6.2% | $3,709+28.5% | $4,563+4.4% |
| Admin fee / account holder | $18 | $40-55.8% | $3,845-99.5% | $79-77.5% |