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 | $2,271,984 |
QDRO CONSULTANTS COMPANY, LLC2+ years Filed as: QDRO CONSULTANTS COMPANY Service code 16 · EIN 34-1820650 | Consulting | $6,900 |
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 | $129,168 | $329,111-60.8% | $108,745+18.8% | $329,111-60.8% |
| Participation rate | 96.3% | 67.9%+28.4pp | 77.7%+18.6pp | 67.9%+28.4pp |
| Annual return | 8.25% | 16.35%-8.1pp | 46.22%-38.0pp | 16.35%-8.1pp |
| Employer contribution / active EE | $6,265 | $2,303+172.0% | $3,323+88.5% | $2,303+172.0% |
| Participant deferral / active EE | $8,114 | $3,682+120.4% | $5,121+58.4% | $3,682+120.4% |
| Admin fee / account holder | $86 | $754-88.6% | $6,144-98.6% | $754-88.6% |