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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,729,612 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,063,542 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 16 · EIN 84-4519624 | Consulting | $90,563 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $61,000 |
STEVENS & LEE3 years Service code 29 · EIN 23-1886296 | Legal | $36,776 |
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 | $190,148 | $140,769+35.1% | $150,045+26.7% | $140,769+35.1% |
| Participation rate | 97.1% | 74.2%+22.9pp | 82.3%+14.8pp | 74.2%+22.9pp |
| Annual return | 16.61% | 16.82%-0.2pp | 62.55%-45.9pp | 16.82%-0.2pp |
| Employer contribution / active EE | $4,838 | $3,906+23.9% | $4,693+3.1% | $3,906+23.9% |
| Participant deferral / active EE | $12,709 | $6,717+89.2% | $7,997+58.9% | $6,717+89.2% |
| Admin fee / account holder | $93 | $229-59.5% | $13,435-99.3% | $229-59.5% |