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 5-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,462 |
ASCENSUS LLC1+ years Filed as: FORUSALL ADVISORS, LLC Service code 50 · EIN 46-1803145 | Direct Payment | $0 |
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 | $36,285 | $99,957-63.7% | $149,696-75.8% | $73,488-50.6% |
| Participation rate | 87.4% | 75.7%+11.7pp | 82.5%+4.9pp | 70.7%+16.7pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,261 | $3,191-29.2% | $4,644-51.3% | $2,270-0.4% |
| Participant deferral / active EE | $3,291 | $6,073-45.8% | $6,842-51.9% | $3,740-12.0% |
| Admin fee / account holder | $53 | $551-90.4% | $9,309-99.4% | $513-89.7% |