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 |
|---|---|---|
TIAA3+ years Filed as: TIAA-CREF Service code 50 · EIN 13-1624203 | Direct Payment | $906 |
NEWPORT GROUP, INC.1 year Service code 50 · EIN 27-2037969 | Direct Payment | $288 |
Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
THE VANGUARD GROUP, INC.3+ years Service code 50 · EIN 23-1945930 | Direct Payment | $210 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 50 200 DRYDEN ROAD · DRESHER, PA 19025 | Direct Payment | $180 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,849 | $43,723-34.0% | $121,196-76.2% | $64,186-55.1% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 10.91% | 68.91%-58.0pp | 16.93%-6.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,712 | $1,296+32.0% | $4,022-57.4% | $2,381-28.1% |
| Participant deferral / active EE | $3,178 | $2,280+39.4% | $3,344-5.0% | $3,470-8.4% |
| Admin fee / account holder | $12 | $3,501-99.6% | $5,019-99.8% | $4,888-99.7% |