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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,364 |
HASSELL WEALTH MGMT LLC6 years Service code 27 300 LAFAYETTE ST · HOUMA, LA 70360 | Advisory (Plan) | $58,543 |
MARTIN AND PELLEGRIN, CPAS10+ years Filed as: MARTIN AND PELLEGRIN Service code 10 · EIN 72-1111438 | Accounting | $11,000 |
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 | $72,535 | $96,486-24.8% | $153,432-52.7% | $77,671-6.6% |
| Participation rate | 87.2% | 81.6%+5.6pp | 77.1%+10.1pp | 70.6%+16.6pp |
| Annual return | 13.37% | 14.44%-1.1pp | 15.66%-2.3pp | 31.21%-17.8pp |
| Employer contribution / active EE | $2,622 | $5,224-49.8% | $5,038-48.0% | $2,726-3.8% |
| Participant deferral / active EE | $4,437 | $6,609-32.9% | $6,757-34.3% | $4,648-4.5% |
| Admin fee / account holder | $271 | $182+48.3% | $12,725-97.9% | $430-37.1% |