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 |
|---|---|---|
Service code 27 60 S 6TH ST, MAILSTOP P09 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $45,000 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $27,703 |
Filed as: M2B RETIREMENT CONSULTING Service code 15 · EIN 81-3989034 | Recordkeeping | $8,396 |
GUTHRIE BELCZYK & ASSOCIATES5 years Service code 10 1024 ROUTE 519, STE 200 · EIGHTY FOUR, PA 15330 | Accounting | $6,500 |
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 | $77,057 | $65,061+18.4% | $143,757-46.4% | $66,914+15.2% |
| Participation rate | 99.6% | 65.2%+34.4pp | 80.3%+19.3pp | 69.8%+29.8pp |
| Annual return | -17.77% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $2,131 | $2,361-9.7% | $4,951-57.0% | $2,544-16.2% |
| Participant deferral / active EE | $4,629 | $2,919+58.6% | $5,637-17.9% | $4,237+9.3% |
| Admin fee / account holder | $245 | $502-51.3% | $14,673-98.3% | $593-58.8% |