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 | $141,010 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTANT, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $17,500 |
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 | $226,645 | $69,305+227.0% | $82,313+175.3% | $69,631+225.5% |
| Participation rate | 99.5% | 80.3%+19.2pp | 76.9%+22.6pp | 70.7%+28.8pp |
| Annual return | 17.22% | 21.47%-4.2pp | 25.88%-8.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $8,727 | $1,887+362.6% | $2,428+259.4% | $2,032+329.4% |
| Participant deferral / active EE | $13,799 | $3,568+286.7% | $3,706+272.3% | $3,224+328.0% |
| Admin fee / account holder | $240 | $97+147.0% | $5,608-95.7% | $110+117.4% |