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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,846 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $18,750 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 PO BOX 71177 · CHICAGO, IL 606941177 | Accounting | $14,352 |
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 | $93,804 | $108,719-13.7% | $101,326-7.4% | $85,563+9.6% |
| Participation rate | 98.7% | 80.9%+17.8pp | 81.5%+17.2pp | 66.0%+32.7pp |
| Annual return | 20.81% | 20.95%-0.1pp | 36.82%-16.0pp | 31.51%-10.7pp |
| Employer contribution / active EE | $4,733 | $3,114+52.0% | $3,665+29.1% | $2,654+78.3% |
| Participant deferral / active EE | $11,129 | $8,545+30.2% | $7,994+39.2% | $4,375+154.4% |
| Admin fee / account holder | $110 | $685-84.0% | $11,185-99.0% | $834-86.9% |