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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,337 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 27 1180 MEDICAL CT · CARMEL, IN 46032 | Advisory (Plan) | $25,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS Service code 10 PO BOX 200870 · DALLAS, TX 753200870 | Accounting | $13,549 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,759 | $88,890-41.8% | $102,423-49.5% | $77,643-33.3% |
| Participation rate | 95.9% | 80.9%+15.0pp | 76.5%+19.5pp | 70.6%+25.4pp |
| Annual return | 11.08% | 24.98%-13.9pp | 29.32%-18.2pp | 31.24%-20.2pp |
| Employer contribution / active EE | $3,123 | $2,698+15.8% | $3,023+3.3% | $2,726+14.6% |
| Participant deferral / active EE | $3,750 | $5,145-27.1% | $5,053-25.8% | $4,647-19.3% |
| Admin fee / account holder | $206 | $235-12.7% | $9,451-97.8% | $430-52.2% |