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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,287,197 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $7,900 |
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 | $115,563 | $69,651+65.9% | $105,218+9.8% | $69,651+65.9% |
| Participation rate | 97.2% | 66.6%+30.6pp | 77.2%+20.0pp | 66.6%+30.6pp |
| Annual return | 0.04% | 53.77%-53.7pp | 5.33%-5.3pp | 53.77%-53.7pp |
| Employer contribution / active EE | $6,060 | $2,241+170.5% | $3,255+86.2% | $2,241+170.5% |
| Participant deferral / active EE | $7,837 | $3,635+115.6% | $4,867+61.0% | $3,635+115.6% |
| Admin fee / account holder | $81 | $63+28.7% | $6,992-98.8% | $63+28.7% |