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+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $10,000 |
LPL FINANCIAL1+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $8,165 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,780 | $60,165-87.1% | $74,183-89.5% | $55,167-85.9% |
| Participation rate | 73.3% | 74.2%-0.8pp | 76.6%-3.3pp | 69.0%+4.3pp |
| Annual return | 18.72% | 10.00%+8.7pp | 17.74%+1.0pp | 169.23%-150.5pp |
| Employer contribution / active EE | $1,069 | $1,600-33.2% | $2,370-54.9% | $1,963-45.5% |
| Participant deferral / active EE | $1,658 | $2,973-44.2% | $3,550-53.3% | $3,054-45.7% |
| Admin fee / account holder | $129 | $419-69.3% | $5,586-97.7% | $504-74.5% |