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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,467 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 16 · EIN 13-2638166 | Consulting | $26,997 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,267 |
Filed as: BRADY WARE & SCHOENFELD INCE Service code 14 · EIN 35-1476702 | Plan Administrator | $13,899 |
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 | $153,734 | $185,342-17.1% | $111,297+38.1% | $86,799+77.1% |
| Participation rate | 94.7% | 81.0%+13.7pp | 77.3%+17.4pp | 72.3%+22.4pp |
| Annual return | 13.68% | 500.80%-487.1pp | 54.65%-41.0pp | 97.91%-84.2pp |
| Employer contribution / active EE | $2,054 | $2,246-8.5% | $2,731-24.8% | $2,405-14.6% |
| Participant deferral / active EE | $6,122 | $4,458+37.3% | $4,487+36.4% | $4,131+48.2% |
| Admin fee / account holder | $129 | $255-49.6% | $7,964-98.4% | $170-24.0% |