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.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $26,885 |
Filed as: M2B RETIREMENT CONSULTING Service code 15 · EIN 81-3989034 101 BRADFORD RD. · WEXFORD, PA 15090 | Recordkeeping | $8,491 |
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 | $102,418 | $55,415+84.8% | $155,509-34.1% | $74,495+37.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.70% | 268.50%-253.8pp | 64.67%-50.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,303 | $2,267+1.6% | $4,672-50.7% | $2,623-12.2% |
| Participant deferral / active EE | $4,297 | $2,836+51.5% | $5,626-23.6% | $4,346-1.1% |
| Admin fee / account holder | $209 | $1,738-88.0% | $15,912-98.7% | $1,942-89.2% |