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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $65,093 |
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-2186884 | Recordkeeping | $12,663 |
See 1 actuary disclosure. $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.
Participant contribution per participant 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 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 | $0 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 11.90% | 10.58%+1.3pp | 14.41%-2.5pp | 13.95%-2.0pp |
| Employer contribution / active EE | $21,052 | $37,352-43.6% | $45,283-53.5% | $16,598+26.8% |
| Participant deferral / active EE | $843 | $115+631.4% | $125+573.5% | $511+64.8% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |