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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $28,789 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $12,472 |
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 | $123,276 | $59,186+108.3% | $76,768+60.6% | $56,287+119.0% |
| Participation rate | 98.8% | 75.2%+23.5pp | 77.0%+21.8pp | 69.9%+28.9pp |
| Annual return | -4.67% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,245 | $1,759-29.2% | $2,485-49.9% | $2,111-41.0% |
| Participant deferral / active EE | $6,489 | $3,255+99.4% | $3,852+68.5% | $3,350+93.7% |
| Admin fee / account holder | $179 | $489-63.4% | $6,675-97.3% | $521-65.7% |