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.2 years Filed as: VANGUARD RETIREMENT SERVICES Service code 15 · EIN 23-1945930 | Recordkeeping | $70,548 |
WEALTHPLAN ADVISORS LLC2 years Filed as: WEALTH PLAN ADVISORS Service code 27 · EIN 47-2622892 | Advisory (Plan) | $50,870 |
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 | $92,338 | $95,274-3.1% | $135,903-32.1% | $74,419+24.1% |
| Participation rate | 98.0% | 78.2%+19.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 22.03% | 32.77%-10.7pp | 68.23%-46.2pp | 34.38%-12.3pp |
| Employer contribution / active EE | $5,118 | $3,874+32.1% | $4,856+5.4% | $2,637+94.1% |
| Participant deferral / active EE | $5,478 | $7,782-29.6% | $7,758-29.4% | $4,528+21.0% |
| Admin fee / account holder | $219 | $266-17.8% | $10,762-98.0% | $348-37.1% |