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.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $101,470 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570339 | Advisory (Plan) | $48,755 |
BPM LLP1 year Service code 17 · EIN 81-4234542 | Pension Consulting | $31,760 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $152,101 | $79,519+91.3% | $95,952+58.5% | $73,409+107.2% |
| Participation rate | 95.4% | 81.2%+14.2pp | 77.1%+18.3pp | 72.2%+23.2pp |
| Annual return | 61.79% | 19.20%+42.6pp | 91.61%-29.8pp | 59.29%+2.5pp |
| Employer contribution / active EE | $3,981 | $2,048+94.4% | $2,541+56.7% | $2,234+78.2% |
| Participant deferral / active EE | $10,710 | $4,138+158.8% | $4,167+157.0% | $3,805+181.4% |
| Admin fee / account holder | $200 | $184+8.5% | $6,795-97.1% | $158+26.6% |