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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $425,679 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT, INC Service code 16 · EIN 22-2232264 | Consulting | $62,214 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $22,443 |
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 | $48,203 | $177,276-72.8% | $115,752-58.4% | $177,276-72.8% |
| Participation rate | 95.2% | 74.8%+20.3pp | 77.8%+17.4pp | 74.8%+20.3pp |
| Annual return | 20.13% | 21.25%-1.1pp | 19.41%+0.7pp | 21.25%-1.1pp |
| Employer contribution / active EE | $2,176 | $2,479-12.2% | $3,492-37.7% | $2,479-12.2% |
| Participant deferral / active EE | $2,876 | $3,881-25.9% | $5,204-44.7% | $3,881-25.9% |
| Admin fee / account holder | $63 | $154-59.4% | $6,278-99.0% | $154-59.4% |