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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,327 |
Service code 26 · EIN 26-0058143 | Advisory (Participants) | $105,000 |
COMPUTER AID INC1 year Service code 99 · EIN 23-2180878 | Other Fees | $9,548 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 99 · EIN 39-0859910 | Other Fees | $7,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,949 | $107,459-55.4% | $135,903-64.7% | $80,160-40.2% |
| Participation rate | 94.1% | 78.0%+16.1pp | 81.9%+12.2pp | 72.9%+21.2pp |
| Annual return | 18.54% | 91.91%-73.4pp | 68.23%-49.7pp | 40.38%-21.8pp |
| Employer contribution / active EE | $738 | $3,877-81.0% | $4,856-84.8% | $2,978-75.2% |
| Participant deferral / active EE | $5,785 | $8,195-29.4% | $7,758-25.4% | $5,017+15.3% |
| Admin fee / account holder | $78 | $127-38.9% | $10,762-99.3% | $145-46.5% |