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 | $137,678 |
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 | Legal | $7,713 |
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 | $54,761 | $88,874-38.4% | $123,544-55.7% | $75,289-27.3% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.3%+16.0pp | 72.4%+25.8pp |
| Annual return | -4.52% | 4.22%-8.7pp | 119.20%-123.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $2,280 | $3,256-30.0% | $4,628-50.7% | $2,405-5.2% |
| Participant deferral / active EE | $8,035 | $6,174+30.2% | $6,426+25.1% | $3,739+114.9% |
| Admin fee / account holder | $67 | $95-28.9% | $9,284-99.3% | $102-34.3% |