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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,248 |
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 | Legal | $6,012 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,507 | $75,388+160.7% | $123,544+59.1% | $55,725+252.6% |
| Participation rate | 99.0% | 75.7%+23.4pp | 82.3%+16.8pp | 70.9%+28.2pp |
| Annual return | -4.28% | 4.48%-8.8pp | 119.20%-123.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,200 | $5,651-43.4% | $6,426-50.2% | $3,356-4.6% |
| Admin fee / account holder | $47 | $120-60.8% | $9,284-99.5% | $115-59.2% |