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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,410 |
BRADY, WARE & SCHOENFELD, INC.3+ years Filed as: BRADY WARE & SCHOENFELD INC Service code 10 · EIN 35-1476702 | Accounting | $6,597 |
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 | $100,693 | $69,305+45.3% | $82,313+22.3% | $69,631+44.6% |
| Participation rate | 95.8% | 80.3%+15.5pp | 76.9%+18.9pp | 70.7%+25.1pp |
| Annual return | 15.79% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,954 | $1,887+3.6% | $2,428-19.5% | $2,032-3.8% |
| Participant deferral / active EE | $4,447 | $3,568+24.6% | $3,706+20.0% | $3,224+37.9% |
| Admin fee / account holder | $47 | $97-51.3% | $5,608-99.2% | $110-57.1% |