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.6 years Filed as: THE VANGUARD GROUP,INC. Service code 13 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Contract Administrator | $21,652 |
BDO USA, LLP2 years Filed as: BDO USA, PC Service code 37 1301 RIVERPLACE BLVD, SUITE 900 · JACKSONVILLE, FL 32207 | Loan Processing | $3,000 |
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 | $51,311 | $106,028-51.6% | $146,958-65.1% | $77,643-33.9% |
| Participation rate | 70.1% | 78.4%-8.3pp | 82.2%-12.1pp | 70.6%-0.5pp |
| Annual return | 39.25% | 56.73%-17.5pp | 418.34%-379.1pp | 31.24%+8.0pp |
| Employer contribution / active EE | $2,116 | $4,063-47.9% | $4,933-57.1% | $2,726-22.4% |
| Participant deferral / active EE | $4,263 | $7,990-46.6% | $8,070-47.2% | $4,647-8.3% |
| Admin fee / account holder | $82 | $337-75.8% | $12,998-99.4% | $430-81.0% |