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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,884 |
Filed as: IRON FINANCIAL LLC Service code 33 · EIN 26-2409194 | Securities brokerage; Investment mana... | $56,592 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 16 · EIN 35-2552359 | Consulting | $41,100 |
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 | $72,281 | $80,360-10.1% | $90,160-19.8% | $77,958-7.3% |
| Participation rate | 98.5% | 81.9%+16.6pp | 76.9%+21.7pp | 71.6%+26.9pp |
| Annual return | 21.98% | 24.56%-2.6pp | 34.88%-12.9pp | 20.87%+1.1pp |
| Employer contribution / active EE | $2,014 | $2,326-13.4% | $3,318-39.3% | $2,310-12.8% |
| Participant deferral / active EE | $6,256 | $5,829+7.3% | $5,288+18.3% | $3,537+76.9% |
| Admin fee / account holder | $103 | $64+62.0% | $5,943-98.3% | $97+6.1% |