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 4-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $85,222 |
APRIO LLP1 year Filed as: APRIO, LLP Service code 10 · EIN 57-1157523 | Accounting | $26,250 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 16 · EIN 33-0818667 | Consulting | $10,300 |
Service code 99 | Other Fees | $0 |
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 | $89,690 | $89,808-0.1% | $100,391-10.7% | $77,643+15.5% |
| Participation rate | 98.8% | 81.2%+17.6pp | 81.5%+17.4pp | 70.6%+28.3pp |
| Annual return | 17.96% | 20.62%-2.7pp | 49.20%-31.2pp | 31.24%-13.3pp |
| Employer contribution / active EE | $3,188 | $3,039+4.9% | $3,942-19.1% | $2,726+16.9% |
| Participant deferral / active EE | $11,319 | $8,284+36.6% | $8,082+40.1% | $4,647+143.6% |
| Admin fee / account holder | $130 | $174-25.4% | $7,899-98.4% | $430-69.8% |