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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,925 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,152 |
SENTINEL PENSION ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $28,959 |
SMITH & HOWARD, PC2 years Filed as: SMITH AND DOWNEY, P.A Service code 29 · EIN 52-1839270 | Legal | $4,418 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $118,789 | $66,124+79.6% | $90,404+31.4% | $73,488+61.6% |
| Participation rate | 97.0% | 69.7%+27.3pp | 72.7%+24.3pp | 70.7%+26.3pp |
| Annual return | 10.07% | 17.65%-7.6pp | 1293.02%-1282.9pp | 28.51%-18.4pp |
| Employer contribution / active EE | $7,938 | $2,346+238.3% | $3,262+143.3% | $2,270+249.7% |
| Participant deferral / active EE | $5,794 | $3,039+90.7% | $3,963+46.2% | $3,740+54.9% |
| Admin fee / account holder | $420 | $396+6.1% | $5,611-92.5% | $513-18.0% |