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 | $107,741-12.9% | $96,576-2.9% | $79,634+17.8% |
| Participation rate | 98.7% | 79.1%+19.6pp | 81.4%+17.2pp | 62.5%+36.2pp |
| Annual return | 20.81% | 19.24%+1.6pp | 38.47%-17.7pp | 36.46%-15.7pp |
| Employer contribution / active EE | $4,733 | $2,991+58.2% | $3,553+33.2% | $2,529+87.1% |
| Participant deferral / active EE | $11,129 | $7,899+40.9% | $7,956+39.9% | $3,835+190.2% |
| Admin fee / account holder | $110 | $1,150-90.5% | $11,381-99.0% | $1,002-89.1% |