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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,948 |
Filed as: VESTAL AND WILER Service code 10 · EIN 58-0967450 | Accounting | $12,200 |
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,354 | $72,012+92.1% | $185,823-25.5% | $79,858+73.3% |
| Participation rate | 92.7% | 65.8%+27.0pp | 78.0%+14.7pp | 69.6%+23.1pp |
| Annual return | 13.91% | 23.12%-9.2pp | 35.95%-22.0pp | 31.71%-17.8pp |
| Employer contribution / active EE | $82 | $1,965-95.8% | $4,087-98.0% | $2,471-96.7% |
| Participant deferral / active EE | $3,335 | $3,779-11.7% | $5,632-40.8% | $3,740-10.8% |
| Admin fee / account holder | $252 | $4,513-94.4% | $9,500-97.4% | $5,306-95.3% |