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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $81,809 |
Filed as: SECURIAN FINANCIAL SERVS. Service code 27 400 ROBERT STREET N. · ST. PAUL, MN 55101 | Advisory (Plan) | $28,312 |
Filed as: CETERA INVESTMENT ADVISORS Service code 27 2301 ROSECRANS AVE · EL SEGUNDO, CA 90245 | Advisory (Plan) | $9,940 |
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 | $29,041 | $49,693-41.6% | $70,515-58.8% | $74,419-61.0% |
| Participation rate | 91.6% | 64.7%+27.0pp | 68.3%+23.3pp | 70.7%+20.9pp |
| Annual return | 18.77% | 21.22%-2.4pp | 32.77%-14.0pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,144 | $1,773-35.5% | $2,973-61.5% | $2,637-56.6% |
| Participant deferral / active EE | $5,198 | $3,376+54.0% | $4,567+13.8% | $4,528+14.8% |
| Admin fee / account holder | $116 | $316-63.3% | $6,412-98.2% | $348-66.7% |