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 Filed as: VANGUARD RETIREMENT SERVICES Service code 15 · EIN 23-1945930 | Recordkeeping | $38,187 |
WEALTHPLAN ADVISORS LLC1 year Filed as: WEALTH PLAN ADVISORS Service code 27 · EIN 47-2622892 | Advisory (Plan) | $12,562 |
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 | $61,596 | $82,202-25.1% | $125,339-50.9% | $64,808-5.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.61% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.4pp |
| Employer contribution / active EE | $3,767 | $3,615+4.2% | $4,814-21.7% | $2,506+50.3% |
| Participant deferral / active EE | $4,151 | $7,175-42.1% | $7,446-44.2% | $4,310-3.7% |
| Admin fee / account holder | $68 | $163-58.0% | $10,010-99.3% | $188-63.5% |