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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 31 · EIN 61-0736136 | Named fiduciary | $50,000 |
Service code 49 · EIN 04-1590850 | Other Services | $42,289 |
HEDMAN PARTNERS LLP4+ years Filed as: HEDMAN PARTNERS Service code 50 · EIN 95-4485080 | Direct Payment | $12,810 |
DIMENSIONAL FUND ADVISORS2 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,652 | $34,242-36.8% | $76,523-71.7% | $75,289-71.2% |
| Participation rate | 15.1% | 43.9%-28.8pp | 68.0%-52.9pp | 72.4%-57.3pp |
| Annual return | 2.42% | -0.98%+3.4pp | -0.27%+2.7pp | -0.04%+2.5pp |
| Employer contribution / active EE | $118 | $975-87.9% | $2,647-95.5% | $2,405-95.1% |
| Participant deferral / active EE | $612 | $1,872-67.3% | $3,835-84.0% | $3,739-83.6% |
| Admin fee / account holder | $227 | $112+102.6% | $4,848-95.3% | $102+121.7% |