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 7-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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $163,789 |
S L REED & COMPANY3 years Filed as: S.L. REED & COMPANY Service code 16 · EIN 95-4569995 | Consulting | $105,968 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 16 · EIN 39-0859910 | Consulting | $39,500 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,342 |
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 | $92,113 | $108,617-15.2% | $108,410-15.0% | $93,030-1.0% |
| Participation rate | 97.7% | 83.1%+14.6pp | 80.1%+17.6pp | 73.9%+23.8pp |
| Annual return | 16.74% | 21.63%-4.9pp | 905.27%-888.5pp | 158.70%-142.0pp |
| Employer contribution / active EE | $2,788 | $3,249-14.2% | $3,558-21.7% | $2,706+3.0% |
| Participant deferral / active EE | $9,601 | $7,885+21.8% | $6,563+46.3% | $4,562+110.4% |
| Admin fee / account holder | $198 | $94+112.0% | $7,295-97.3% | $152+30.7% |