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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $764,056 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $546,662 |
CURCIO WEBB5 years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $114,403 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $24,780 |
JACKSON LEWIS P.C.1 year Filed as: JACKSON LEWIS PC Service code 29 · EIN 46-3862389 | Legal | $19,896 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $161,405 | $63,356+154.8% | $103,333+56.2% | $106,382+51.7% |
| Participation rate | 96.8% | 84.3%+12.5pp | 74.5%+22.3pp | 69.9%+26.9pp |
| Annual return | 108.81% | 14.77%+94.0pp | 24.88%+83.9pp | 17.37%+91.4pp |
| Employer contribution / active EE | $1,931 | $4,310-55.2% | $3,868-50.1% | $3,364-42.6% |
| Participant deferral / active EE | $3,548 | $3,479+2.0% | $5,057-29.8% | $5,569-36.3% |
| Admin fee / account holder | $61 | $110-45.0% | $8,355-99.3% | $79-23.6% |