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 Service code 15 · EIN 23-1945930 | Recordkeeping | $74,486 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 11 · EIN 33-0818667 | Actuarial | $49,432 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 14 · EIN 91-0189318 | Plan Administrator | $33,025 |
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 | $222,099 | $73,404+202.6% | $87,100+155.0% | $67,579+228.7% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.9%+20.6pp | 71.3%+26.2pp |
| Annual return | 22.49% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $9,118 | $2,014+352.8% | $2,521+261.6% | $2,148+324.5% |
| Participant deferral / active EE | $13,794 | $3,913+252.6% | $4,049+240.7% | $3,539+289.7% |
| Admin fee / account holder | $195 | $142+37.6% | $7,497-97.4% | $142+36.9% |