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 7-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 |
|---|---|---|
EQUITY SERVICES INC1 year Service code 16 1 NATIONAL LIFE DR. · MONTPELIER, VT 05604 | Consulting | $13,267 |
Filed as: ATLANTIC PENSION SERVICES INC Service code 13 · EIN 23-2942715 220 N UNION ST. · KENNETT SQUARE, PA 19348 | Contract Administrator | $4,000 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,810 |
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 | $34,859 | $78,485-55.6% | $106,213-67.2% | $74,495-53.2% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 45.17% | 15.95%+29.2pp | 116.14%-71.0pp | 1364.94%-1319.8pp |
| Employer contribution / active EE | $7,730 | $2,523+206.4% | $3,171+143.7% | $2,623+194.7% |
| Participant deferral / active EE | $14,605 | $4,322+237.9% | $5,016+191.2% | $4,346+236.1% |
| Admin fee / account holder | $123 | $2,232-94.5% | $11,033-98.9% | $1,942-93.6% |