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.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $24,977 |
HAPANOWICZ & ASSOCIATES8+ years Service code 26 301 GRANT STREET · PITTSBURGH, PA 15219 | Advisory (Participants) | $21,098 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $11,163 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,117 | $72,254-32.0% | $86,677-43.3% | $64,808-24.2% |
| Participation rate | 80.3% | 80.4%-0.2pp | 76.6%+3.7pp | 71.5%+8.8pp |
| Annual return | -17.34% | 392.42%-409.8pp | 35.91%-53.2pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,034 | $2,393-56.8% | $2,836-63.5% | $2,506-58.7% |
| Participant deferral / active EE | $1,794 | $4,658-61.5% | $4,656-61.5% | $4,310-58.4% |
| Admin fee / account holder | $124 | $174-28.8% | $7,493-98.3% | $188-34.1% |