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 6-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 | $43,790 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 51 · EIN 39-0859910 | Investment Mgmt Fees | $9,405 |
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 | $74,870 | $122,709-39.0% | $88,497-15.4% | $57,658+29.9% |
| Participation rate | 87.9% | 89.9%-2.0pp | 82.4%+5.5pp | 70.2%+17.7pp |
| Annual return | 10.82% | 10.63%+0.2pp | 7.63%+3.2pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,577 | $4,531-43.1% | $4,036-36.1% | $1,974+30.6% |
| Participant deferral / active EE | $5,339 | $6,704-20.4% | $4,899+9.0% | $3,061+74.4% |
| Admin fee / account holder | $69 | $93-25.6% | $6,220-98.9% | $95-27.1% |