See peer percentile detail. $4.99 for your first month.
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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 Service code 15 · EIN 23-1945930 | Recordkeeping | $191,904 |
Filed as: LOCKTON INVEST ADVISORS LLC Service code 27 · EIN 20-8874282 | Advisory (Plan) | $102,619 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,703 |
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 | $61,144 | $76,774-20.4% | $112,228-45.5% | $77,904-21.5% |
| Participation rate | 98.6% | 80.2%+18.5pp | 75.1%+23.6pp | 73.7%+24.9pp |
| Annual return | -15.08% | -10.25%-4.8pp | 27.45%-42.5pp | 12.21%-27.3pp |
| Employer contribution / active EE | $3,305 | $3,977-16.9% | $3,635-9.1% | $2,848+16.1% |
| Participant deferral / active EE | $9,646 | $3,778+155.3% | $4,728+104.0% | $4,806+100.7% |
| Admin fee / account holder | $168 | $239-29.9% | $6,410-97.4% | $133+26.4% |