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 Service code 15 · EIN 23-1945930 | Recordkeeping | $70,104 |
BRADY MARTZ & ASSOCIATES2 years Filed as: BRADY WARE & SCHONFIELD Service code 14 · EIN 35-1476702 | Plan Administrator | $13,273 |
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 | $134,042 | $79,519+68.6% | $95,952+39.7% | $73,409+82.6% |
| Participation rate | 95.7% | 81.2%+14.5pp | 77.1%+18.6pp | 72.2%+23.5pp |
| Annual return | 12.57% | 19.20%-6.6pp | 91.61%-79.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,047 | $2,048-48.9% | $2,541-58.8% | $2,234-53.1% |
| Participant deferral / active EE | $5,080 | $4,138+22.8% | $4,167+21.9% | $3,805+33.5% |
| Admin fee / account holder | $114 | $184-38.0% | $6,795-98.3% | $158-27.6% |