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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $23,071 |
Service code 10 · EIN 72-0460428 | Accounting | $21,052 |
Filed as: CBIZ SAVITZ Service code 10 · EIN 31-3582098 | Accounting | $18,907 |
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 | $106,611 | $55,453+92.3% | $170,442-37.5% | $62,292+71.1% |
| Participation rate | 99.5% | 66.4%+33.1pp | 83.6%+15.9pp | 69.5%+29.9pp |
| Annual return | 32.08% | 21.38%+10.7pp | 205.93%-173.8pp | 28.90%+3.2pp |
| Employer contribution / active EE | $6,040 | $2,164+179.2% | $5,433+11.2% | $2,042+195.8% |
| Participant deferral / active EE | $4,878 | $2,303+111.8% | $4,939-1.2% | $3,169+53.9% |
| Admin fee / account holder | $196 | $455-56.8% | $13,880-98.6% | $479-59.0% |