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 Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $122,020 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $59,992 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $37,974 |
TREETOP CONSULTING LLC1+ years Service code 16 · EIN 02-0591309 | Consulting | $24,764 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $15,007 |
BAKER & MCKENZIE LLP2+ years Service code 29 · EIN 36-2137456 | Legal | $9,903 |
WRITE ON TARGET1+ years Filed as: WRITE ON TARGET INC. Service code 38 · EIN 31-1431575 | Participant Communication | $369 |
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 | $139,984 | $80,177+74.6% | $123,892+13.0% | $57,658+142.8% |
| Participation rate | 96.3% | 74.4%+21.9pp | 81.4%+14.9pp | 70.2%+26.1pp |
| Annual return | 8.74% | 17.90%-9.2pp | 47.52%-38.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $6,669 | $2,913+129.0% | $4,617+44.4% | $1,974+237.9% |
| Participant deferral / active EE | $10,532 | $5,130+105.3% | $5,984+76.0% | $3,061+244.1% |
| Admin fee / account holder | $251 | $106+136.5% | $8,357-97.0% | $95+166.0% |