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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,002 |
Filed as: FIRST HEARTLAND Service code 27 4101 LAKE ST. LOUIS BLVD · LAKE ST. LOUIS, MO 63367 | Advisory (Plan) | $14,004 |
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 | $23,818 | $62,127-61.7% | $81,382-70.7% | $74,495-68.0% |
| Participation rate | 82.7% | 64.0%+18.7pp | 69.5%+13.2pp | 67.2%+15.5pp |
| Annual return | 12.88% | 16.48%-3.6pp | 24.73%-11.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,042 | $1,882-44.6% | $2,463-57.7% | $2,623-60.3% |
| Participant deferral / active EE | $2,417 | $3,229-25.1% | $3,883-37.8% | $4,346-44.4% |
| Admin fee / account holder | $264 | $1,934-86.4% | $5,768-95.4% | $1,942-86.4% |