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,INC. Service code 13 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Contract Administrator | $16,498 |
BDO USA, LLP1 year Filed as: BDO USA, PC Service code 37 1301 RIVERPLACE BLVD, SUITE 900 · JACKSONVILLE, FL 32207 | Loan Processing | $1,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,722 | $91,407-52.2% | $135,903-67.8% | $71,457-38.8% |
| Participation rate | 70.3% | 75.7%-5.4pp | 81.9%-11.6pp | 67.9%+2.3pp |
| Annual return | 19.23% | 29.90%-10.7pp | 68.23%-49.0pp | 28.85%-9.6pp |
| Employer contribution / active EE | $969 | $3,703-73.8% | $4,856-80.1% | $2,588-62.6% |
| Participant deferral / active EE | $3,971 | $7,092-44.0% | $7,758-48.8% | $4,289-7.4% |
| Admin fee / account holder | $83 | $1,266-93.4% | $10,762-99.2% | $1,587-94.8% |