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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $11,597 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 12 4340 REDWOOD, HIGHWAY, STE B-30, SA · RAFAEL, CA 94903 | Participant loan processing; Claims p... | $5,000 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 82-3719843 | Participant loan processing; Claims p... | $3,666 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 12 200 DRYDEN RD · DRESHER, PA 19025 | Participant loan processing; Claims p... | $1,678 |
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 | $84,390 | $84,936-0.6% | $111,297-24.2% | $79,386+6.3% |
| Participation rate | 81.8% | 75.9%+5.9pp | 77.3%+4.4pp | 70.7%+11.0pp |
| Annual return | 17.32% | 17.45%-0.1pp | 54.65%-37.3pp | 116.85%-99.5pp |
| Employer contribution / active EE | $3,914 | $1,979+97.8% | $2,731+43.3% | $2,427+61.2% |
| Participant deferral / active EE | $5,156 | $3,888+32.6% | $4,487+14.9% | $4,046+27.5% |
| Admin fee / account holder | $140 | $537-73.9% | $7,964-98.2% | $626-77.7% |