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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,036 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,363 |
COULTER & JUSTUS4 years Service code 10 9717 COGDILL RD · KNOXVILLE, TN 37932 | Accounting | $13,700 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,258 | $73,360-72.4% | $177,989-88.6% | $74,495-72.8% |
| Participation rate | 91.8% | 66.6%+25.2pp | 77.1%+14.8pp | 67.2%+24.6pp |
| Annual return | 9.48% | 17.49%-8.0pp | 294.48%-285.0pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $699 | $2,216-68.5% | $3,949-82.3% | $2,623-73.4% |
| Participant deferral / active EE | $3,898 | $4,513-13.6% | $6,276-37.9% | $4,346-10.3% |
| Admin fee / account holder | $210 | $1,808-88.4% | $10,363-98.0% | $1,942-89.2% |