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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,483 |
ONE ADVISORY PARTNERS LLC5 years Service code 27 5440 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,286 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $9,286 |
ONE ADVISORY PARTNERS LLC3 years Filed as: ONE ADVISORY PARTNERS, LLC. Service code 50 · EIN 45-4357540 | Direct Payment | $5,545 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,410 | $86,897-20.1% | $151,611-54.2% | $64,808+7.1% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.5%+11.4pp | 71.5%+27.4pp |
| Annual return | -15.09% | -3.57%-11.5pp | 3.33%-18.4pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,942 | $4,010-51.6% | $6,166-68.5% | $2,506-22.5% |
| Participant deferral / active EE | $4,707 | $6,690-29.6% | $8,363-43.7% | $4,310+9.2% |
| Admin fee / account holder | $164 | $153+7.1% | $11,616-98.6% | $188-12.7% |