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.9+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $222,781 |
ZENITH AMERICAN SOLUTIONS7 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 12 · EIN 52-1590516 | Claims processing | $92,875 |
SPIVAK LIPTON LLP9+ years Filed as: SPIVAK LIPTON Service code 21 · EIN 13-3494495 | Bank Trustee | $66,200 |
SIKICH LLP9+ years Filed as: SIKICH, LLP Service code 10 · EIN 36-3168081 | Accounting | $54,000 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOC Service code 21 · EIN 36-3555078 | Bank Trustee | $25,000 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $22,000 |
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 | $86,853 | $52,660+64.9% | $86,612+0.3% | $80,160+8.3% |
| Participation rate | 91.5% | 62.4%+29.1pp | 71.7%+19.8pp | 72.9%+18.6pp |
| Annual return | 16.89% | 24.87%-8.0pp | 591.07%-574.2pp | 40.38%-23.5pp |
| Employer contribution / active EE | $172 | $2,140-92.0% | $3,022-94.3% | $2,978-94.2% |
| Participant deferral / active EE | $3,145 | $3,215-2.2% | $4,438-29.1% | $5,017-37.3% |
| Admin fee / account holder | $219 | $113+94.0% | $5,614-96.1% | $145+51.0% |