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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,813 |
SAGEPOINT FINANCIAL INC9+ years Service code 27 · EIN 20-1741754 | Advisory (Plan) | $15,632 |
MORNINGSTAR9+ years Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $7,470 |
OSAIC WEALTH INC1 year Service code 27 JP MORGAN CHASE TXI-0029 · FORT WORTH, TX 76155 | Advisory (Plan) | $6,250 |
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 | $122,614 | $95,274+28.7% | $135,903-9.8% | $74,419+64.8% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.6pp |
| Annual return | 18.68% | 32.77%-14.1pp | 68.23%-49.6pp | 34.38%-15.7pp |
| Employer contribution / active EE | $3,797 | $3,874-2.0% | $4,856-21.8% | $2,637+44.0% |
| Participant deferral / active EE | $8,933 | $7,782+14.8% | $7,758+15.2% | $4,528+97.3% |
| Admin fee / account holder | $146 | $266-45.2% | $10,762-98.6% | $348-58.1% |