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 Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $194,529 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 12 · EIN 52-1590516 | Claims processing | $111,760 |
SPIVAK LIPTON LLP6+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $53,214 |
SIKICH LLP6+ years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $46,000 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOC Service code 21 · EIN 36-3555078 | Bank Trustee | $25,000 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $13,079 |
Employer contribution per participant 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 | $78,495 | $47,634+64.8% | $90,404-13.2% | $90,288-13.1% |
| Participation rate | 92.0% | 67.5%+24.5pp | 72.7%+19.3pp | 73.4%+18.7pp |
| Annual return | 13.10% | 19.61%-6.5pp | 1293.02%-1279.9pp | 53.97%-40.9pp |
| Employer contribution / active EE | $123 | $1,749-92.9% | $3,262-96.2% | $2,524-95.1% |
| Participant deferral / active EE | $3,387 | $2,824+19.9% | $3,963-14.5% | $4,232-20.0% |
| Admin fee / account holder | $238 | $106+124.7% | $5,611-95.8% | $114+108.9% |