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 9-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 | $110,227 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANICAL SERVICES INC Service code 17 · EIN 13-2638166 | Pension Consulting | $33,519 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $17,845 |
K&L GATES4 years Filed as: K & L GATES LLP Service code 29 · EIN 25-0921018 | Legal | $6,739 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,911 | $106,028-59.5% | $146,958-70.8% | $77,643-44.7% |
| Participation rate | 96.5% | 78.4%+18.2pp | 82.2%+14.4pp | 70.6%+25.9pp |
| Annual return | 13.43% | 56.73%-43.3pp | 418.34%-404.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,232 | $4,063-20.4% | $4,933-34.5% | $2,726+18.6% |
| Participant deferral / active EE | $4,108 | $7,990-48.6% | $8,070-49.1% | $4,647-11.6% |
| Admin fee / account holder | $153 | $337-54.5% | $12,998-98.8% | $430-64.3% |