See peer percentile detail. $4.99 for your first month.
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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,666 |
Service code 99 · EIN 72-1287807 | Other Fees | $44,339 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $20,000 |
Filed as: CBIZ SAVITZ Service code 16 · EIN 31-1582098 | Consulting | $12,638 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,969 | $58,655+157.4% | $91,989+64.1% | $65,185+131.6% |
| Participation rate | 92.4% | 75.3%+17.1pp | 78.6%+13.7pp | 70.2%+22.2pp |
| Annual return | 20.78% | 33.92%-13.1pp | 69.02%-48.2pp | 29.38%-8.6pp |
| Employer contribution / active EE | $5,808 | $2,080+179.2% | $3,452+68.3% | $2,177+166.8% |
| Participant deferral / active EE | $9,979 | $5,474+82.3% | $5,923+68.5% | $3,514+184.0% |
| Admin fee / account holder | $409 | $434-5.7% | $7,743-94.7% | $847-51.7% |