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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,350 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES INV GROUP LLC Service code 27 · EIN 26-4789150 | Advisory (Plan) | $32,500 |
CROWE LLP2 years Service code 99 · EIN 35-0921680 | Other Fees | $19,700 |
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 | $240,878 | $52,670+357.3% | $90,404+166.4% | $73,409+228.1% |
| Participation rate | 97.8% | 67.7%+30.1pp | 72.7%+25.1pp | 72.2%+25.6pp |
| Annual return | 20.46% | 20.70%-0.2pp | 1293.02%-1272.6pp | 59.29%-38.8pp |
| Employer contribution / active EE | $8,178 | $1,872+337.0% | $3,262+150.7% | $2,234+266.1% |
| Participant deferral / active EE | $25,209 | $2,807+798.1% | $3,963+536.1% | $3,805+562.4% |
| Admin fee / account holder | $146 | $117+25.3% | $5,611-97.4% | $158-7.3% |