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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,088,610 |
Filed as: FIDUCIARY ADVISORS INC Service code 16 · EIN 43-1891647 | Consulting | $132,500 |
MILLIMAN, INC.1 year Service code 29 · EIN 91-0675641 | Legal | $40,000 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $29,074 |
MH CPA PLLC1 year Service code 29 · EIN 37-1119790 | Legal | $24,500 |
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 | $41,593 | $73,283-43.2% | $155,509-73.3% | $106,382-60.9% |
| Participation rate | 97.2% | 73.3%+23.9pp | 78.2%+19.0pp | 69.9%+27.3pp |
| Annual return | 13.55% | 15.77%-2.2pp | 64.67%-51.1pp | 17.37%-3.8pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $4,237 | $4,580-7.5% | $5,626-24.7% | $5,569-23.9% |
| Admin fee / account holder | $47 | $56-16.2% | $15,912-99.7% | $79-40.6% |