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 9-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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMERADIEN ADVISORS LLC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $16,721 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGAURD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $13,348 |
EGPS3 years Filed as: EGPS INC. Service code 17 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Pension Consulting | $900 |
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 | $38,781 | $101,317-61.7% | $146,958-73.6% | $74,495-47.9% |
| Participation rate | 73.3% | 75.5%-2.3pp | 82.2%-8.9pp | 67.2%+6.1pp |
| Annual return | 18.48% | 8730.91%-8712.4pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $2,576 | $3,810-32.4% | $4,933-47.8% | $2,623-1.8% |
| Participant deferral / active EE | $4,368 | $7,303-40.2% | $8,070-45.9% | $4,346+0.5% |
| Admin fee / account holder | $202 | $1,739-88.4% | $12,998-98.4% | $1,942-89.6% |