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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $144,067 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 15 · EIN 33-0818667 | Recordkeeping | $48,750 |
HUTCHINSON AND BLOODGOOD LLP2 years Filed as: HUTCHINSON & BLOODGOOD LLP Service code 99 · EIN 95-0858589 | Other Fees | $26,637 |
Annual investment return 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 | $220,239 | $86,897+153.4% | $151,611+45.3% | $64,808+239.8% |
| Participation rate | 98.2% | 87.3%+11.0pp | 87.5%+10.8pp | 71.5%+26.8pp |
| Annual return | -17.12% | -3.57%-13.6pp | 3.33%-20.5pp | 32.82%-49.9pp |
| Employer contribution / active EE | $5,986 | $4,010+49.3% | $6,166-2.9% | $2,506+138.9% |
| Participant deferral / active EE | $18,123 | $6,690+170.9% | $8,363+116.7% | $4,310+320.5% |
| Admin fee / account holder | $176 | $153+15.2% | $11,616-98.5% | $188-6.2% |