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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $128,304 |
Filed as: LOCKTON UNVESTMENT ADV. LLC Service code 16 · EIN 20-8874282 | Consulting | $41,397 |
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 | $16,748 | $43,717-61.7% | $81,478-79.4% | $77,958-78.5% |
| Participation rate | 78.1% | 42.5%+35.5pp | 68.0%+10.1pp | 71.6%+6.4pp |
| Annual return | 17.23% | 23.83%-6.6pp | 38.78%-21.5pp | 20.87%-3.6pp |
| Employer contribution / active EE | $644 | $919-29.9% | $2,568-74.9% | $2,310-72.1% |
| Participant deferral / active EE | $1,510 | $1,783-15.3% | $3,537-57.3% | $3,537-57.3% |
| Admin fee / account holder | $93 | $108-13.8% | $4,561-98.0% | $97-4.5% |