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 Service code 15 · EIN 23-1945930 | Recordkeeping | $15,723 |
ASCENSUS LLC1 year Service code 27 · EIN 11-3665754 | Advisory (Plan) | $0 |
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 | $123,674 | $79,171+56.2% | $102,423+20.7% | $74,495+66.0% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 19.67% | 54.93%-35.3pp | 29.32%-9.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $7,080 | $2,362+199.7% | $3,023+134.2% | $2,623+169.9% |
| Participant deferral / active EE | $10,170 | $4,415+130.3% | $5,053+101.3% | $4,346+134.0% |
| Admin fee / account holder | $62 | $2,001-96.9% | $9,451-99.3% | $1,942-96.8% |