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 |
|---|---|---|
ABERNATHY GROUP1 year Service code 26 17 STATE STREET, 16TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $58,918 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $6,545 |
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING Service code 13 5750 CASTLE CREEK · INDIANAPOLIS, IN 46250 | Contract Administrator | $560 |
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 | $72,146 | $46,173+56.3% | $170,442-57.7% | $69,631+3.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 21.94% | 21.62%+0.3pp | 205.93%-184.0pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $5,693 | $1,610+253.7% | $5,433+4.8% | $2,032+180.1% |
| Participant deferral / active EE | $3,142 | $2,080+51.1% | $4,939-36.4% | $3,224-2.5% |
| Admin fee / account holder | $128 | $116+10.8% | $13,880-99.1% | $110+16.3% |