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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $126,300 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $43,113 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,089 |
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 | $45,633 | $60,396-24.4% | $83,848-45.6% | $75,289-39.4% |
| Participation rate | 99.2% | 80.7%+18.5pp | 76.1%+23.1pp | 72.4%+26.8pp |
| Annual return | -2.37% | 3.84%-6.2pp | 850.88%-853.2pp | -0.04%-2.3pp |
| Employer contribution / active EE | $2,670 | $3,343-20.1% | $3,631-26.5% | $2,405+11.0% |
| Participant deferral / active EE | $7,596 | $2,922+159.9% | $4,082+86.1% | $3,739+103.2% |
| Admin fee / account holder | $109 | $141-22.6% | $5,478-98.0% | $102+6.9% |