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 Service code 15 · EIN 23-1945930 | Recordkeeping | $114,916 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $103,076 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES INC Service code 16 · EIN 36-3485298 | Consulting | $44,167 |
O'DONOGHUE & O'DONOGHUE9 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $22,622 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $11,750 |
Participant 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 | $182,436 | $76,173+139.5% | $81,382+124.2% | $199,593-8.6% |
| Participation rate | 97.9% | 76.3%+21.6pp | 69.5%+28.4pp | 72.0%+25.9pp |
| Annual return | 12.23% | 15.59%-3.4pp | 24.73%-12.5pp | 34.25%-22.0pp |
| Employer contribution / active EE | $9,702 | $2,792+247.5% | $2,463+293.9% | $3,034+219.8% |
| Participant deferral / active EE | $89 | $4,201-97.9% | $3,883-97.7% | $5,087-98.3% |
| Admin fee / account holder | $108 | $146-26.3% | $5,768-98.1% | $269-60.0% |