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 |
|---|---|---|
Service code 27 · EIN 82-5320133 | Advisory (Plan) | $30,769 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,085 |
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 | $106,690 | $99,957+6.7% | $149,696-28.7% | $73,488+45.2% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.7pp | 70.7%+26.5pp |
| Annual return | 13.43% | 53.87%-40.4pp | 276.60%-263.2pp | 28.51%-15.1pp |
| Employer contribution / active EE | $4,937 | $3,191+54.7% | $4,644+6.3% | $2,270+117.5% |
| Participant deferral / active EE | $5,006 | $6,073-17.6% | $6,842-26.8% | $3,740+33.9% |
| Admin fee / account holder | $261 | $551-52.7% | $9,309-97.2% | $513-49.2% |