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 5-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 |
|---|---|---|
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $43,533 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,348 |
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 | $169,471 | $84,936+99.5% | $111,297+52.3% | $79,386+113.5% |
| Participation rate | 98.1% | 75.9%+22.2pp | 77.3%+20.8pp | 70.7%+27.4pp |
| Annual return | 15.10% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $4,990 | $1,979+152.1% | $2,731+82.7% | $2,427+105.6% |
| Participant deferral / active EE | $8,489 | $3,888+118.3% | $4,487+89.2% | $4,046+109.8% |
| Admin fee / account holder | $266 | $537-50.6% | $7,964-96.7% | $626-57.6% |