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 8-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 |
|---|---|---|
THAYER PARTNERS LLC1 year Filed as: THAYER PARTNERS LLC. Service code 27 NATIONAL BANK OF MAIL · WESTERVILLE, OH 43086 | Advisory (Plan) | $8,860 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,715 |
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 | $61,867 | $77,523-20.2% | $100,383-38.4% | $80,874-23.5% |
| Participation rate | 93.8% | 77.0%+16.9pp | 81.5%+12.3pp | 67.6%+26.2pp |
| Annual return | 15.33% | 37.21%-21.9pp | 49.26%-33.9pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,279 | $6,822+80.0% | $8,086+51.9% | $4,297+185.8% |
| Admin fee / account holder | $112 | $5,899-98.1% | $7,900-98.6% | $6,935-98.4% |