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 Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $206,502 |
ZENITH AMERICAN SOLUTIONS5 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 12 · EIN 52-1590516 | Claims processing | $110,760 |
SPIVAK LIPTON LLP7+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $60,188 |
SIKICH LLP7+ years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $46,000 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ASSOC Service code 21 · EIN 36-3555078 | Bank Trustee | $25,000 |
SCHULTHEIS & PANETTIERI, LLP5 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $23,737 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,773 | $52,626+70.6% | $98,442-8.8% | $93,030-3.5% |
| Participation rate | 91.5% | 65.3%+26.2pp | 73.3%+18.2pp | 73.9%+17.6pp |
| Annual return | 16.54% | 16.95%-0.4pp | 1492.73%-1476.2pp | 158.70%-142.2pp |
| Employer contribution / active EE | $118 | $1,894-93.8% | $2,960-96.0% | $2,706-95.7% |
| Participant deferral / active EE | $4,978 | $2,907+71.2% | $4,276+16.4% | $4,562+9.1% |
| Admin fee / account holder | $236 | $102+131.4% | $5,949-96.0% | $152+55.9% |