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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,025,197 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $419,097 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $197,397 |
USI CONSULTING GROUP1 year Service code 16 · EIN 06-1053228 | Consulting | $126,765 |
BRADSHAW & BICKERTON PLLC9 years Service code 29 · EIN 45-4427424 | Legal | $98,362 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS LLP Service code 99 · EIN 44-0160260 | Other Fees | $89,025 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,283 | $106,382-56.5% | $136,007-66.0% | $106,382-56.5% |
| Participation rate | 97.0% | 69.9%+27.1pp | 76.5%+20.5pp | 69.9%+27.1pp |
| Annual return | 108.92% | 17.37%+91.5pp | 579.32%-470.4pp | 17.37%+91.5pp |
| Employer contribution / active EE | $1,660 | $3,364-50.7% | $4,217-60.6% | $3,364-50.7% |
| Participant deferral / active EE | $4,430 | $5,569-20.4% | $7,025-36.9% | $5,569-20.4% |
| Admin fee / account holder | $66 | $79-17.0% | $6,858-99.0% | $79-17.0% |