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.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $16,100 |
MH CPA PLLC5+ years Filed as: CPA ASSOCIATES Service code 10 401 S ROOSEVELT AVE · BURLINGTON, IA 52601 | Accounting | $8,350 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $8,182 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,031 | $38,075-47.4% | $93,406-78.6% | $73,488-72.7% |
| Participation rate | 90.6% | 56.7%+33.9pp | 66.8%+23.8pp | 70.7%+19.9pp |
| Annual return | 14.12% | 17.59%-3.5pp | 78.05%-63.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $702 | $1,117-37.1% | $2,075-66.2% | $2,270-69.1% |
| Participant deferral / active EE | $1,869 | $2,012-7.1% | $3,126-40.2% | $3,740-50.0% |
| Admin fee / account holder | $232 | $351-33.8% | $5,230-95.6% | $513-54.7% |