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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $350,752 |
FIDUCIENT ADVISORS LLC5 years Service code 16 · EIN 36-4001764 | Consulting | $65,000 |
BDO USA, LLP7 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $32,534 |
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 | $128,644 | $128,899-0.2% | $113,168+13.7% | $102,872+25.1% |
| Participation rate | 96.4% | 87.0%+9.4pp | 76.6%+19.8pp | 73.0%+23.4pp |
| Annual return | 18.24% | 15.88%+2.4pp | 24.27%-6.0pp | 19.06%-0.8pp |
| Employer contribution / active EE | $4,424 | $3,713+19.2% | $2,975+48.7% | $3,526+25.5% |
| Participant deferral / active EE | $10,572 | $6,787+55.8% | $5,107+107.0% | $5,535+91.0% |
| Admin fee / account holder | $123 | $129-5.0% | $12,068-99.0% | $292-58.0% |