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 |
|---|---|---|
VESTORY LLC1 year Filed as: VESTORY, LLC Service code 26 2821 NORTHUP WAY · BELLEVUE, WA 98004 | Advisory (Participants) | $23,961 |
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $14,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,282 | $52,953+36.5% | $172,739-58.2% | $65,185+10.9% |
| Participation rate | 51.4% | 66.2%-14.8pp | 82.6%-31.3pp | 70.2%-18.8pp |
| Annual return | 17.83% | 30.12%-12.3pp | 802.84%-785.0pp | 29.38%-11.6pp |
| Employer contribution / active EE | $1,250 | $2,190-42.9% | $5,143-75.7% | $2,177-42.6% |
| Participant deferral / active EE | $3,408 | $2,471+37.9% | $5,198-34.4% | $3,514-3.0% |
| Admin fee / account holder | $457 | $472-3.1% | $13,954-96.7% | $847-46.0% |