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 |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $208,319 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $104,410 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 16 · EIN 33-0818667 | Consulting | $56,800 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN Service code 99 · EIN 41-0746749 | Other Fees | $21,226 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,810 | $110,299+38.5% | $102,423+49.2% | $199,593-23.4% |
| Participation rate | 97.9% | 86.3%+11.6pp | 76.5%+21.4pp | 72.0%+25.9pp |
| Annual return | 15.51% | 35.73%-20.2pp | 29.32%-13.8pp | 34.25%-18.7pp |
| Employer contribution / active EE | $2,974 | $3,603-17.4% | $3,023-1.6% | $3,034-2.0% |
| Participant deferral / active EE | $9,453 | $6,376+48.3% | $5,053+87.1% | $5,087+85.8% |
| Admin fee / account holder | $165 | $122+34.7% | $9,451-98.3% | $269-38.7% |