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.8+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $251,088 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 12 · EIN 52-1590516 | Claims processing | $122,128 |
SPIVAK LIPTON LLP8+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $54,563 |
SIKICH LLP8+ years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $49,200 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOC Service code 21 · EIN 36-3555078 | Bank Trustee | $25,000 |
SCHULTHEIS & PANETTIERI, LLP6 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $22,231 |
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 | $74,739 | $43,113+73.4% | $82,719-9.6% | $77,904-4.1% |
| Participation rate | 96.3% | 63.8%+32.4pp | 72.6%+23.7pp | 73.7%+22.6pp |
| Annual return | -15.88% | 2.60%-18.5pp | 701.18%-717.1pp | 12.21%-28.1pp |
| Employer contribution / active EE | $159 | $1,924-91.7% | $3,009-94.7% | $2,848-94.4% |
| Participant deferral / active EE | $5,294 | $3,057+73.2% | $4,395+20.4% | $4,806+10.2% |
| Admin fee / account holder | $264 | $102+158.0% | $5,329-95.0% | $133+99.0% |