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 6-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 Filed as: VANGUARD GROUP, INC. Service code 33 · EIN 23-1945930 | Other fees; Securities brokerage; Par... | $18,100 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 8 ESSEX CENTER DRIVE · PEABODY, MA 019602911 | Advisory (Participants) | $4,545 |
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 | $67,905 | $47,456+43.1% | $172,739-60.7% | $77,787-12.7% |
| Participation rate | 93.7% | 66.3%+27.4pp | 82.6%+11.1pp | 73.2%+20.5pp |
| Annual return | 43.92% | 35.57%+8.3pp | 802.84%-758.9pp | 32.57%+11.3pp |
| Employer contribution / active EE | $4,212 | $1,574+167.6% | $5,143-18.1% | $2,504+68.2% |
| Participant deferral / active EE | $3,159 | $2,560+23.4% | $5,198-39.2% | $3,967-20.4% |
| Admin fee / account holder | $2 | $81-97.1% | $13,954-100.0% | $100-97.7% |