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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $23,203 |
HAPANOWICZ & ASSOCIATES5+ years Service code 26 · EIN 25-1839938 | Advisory (Participants) | $23,184 |
Filed as: CAPITAL RETIREMENT PLAN SERVICES IN Service code 13 · EIN 25-1802421 | Contract Administrator | $5,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,523 | $73,404-40.7% | $87,100-50.0% | $67,579-35.6% |
| Participation rate | 91.3% | 80.9%+10.4pp | 76.9%+14.4pp | 71.3%+20.0pp |
| Annual return | 22.17% | 48.29%-26.1pp | 28.19%-6.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,031 | $2,014-48.8% | $2,521-59.1% | $2,148-52.0% |
| Participant deferral / active EE | $1,557 | $3,913-60.2% | $4,049-61.5% | $3,539-56.0% |
| Admin fee / account holder | $115 | $142-18.5% | $7,497-98.5% | $142-18.9% |