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 9-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.4 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $12,134 |
SAGEPOINT FINANCIAL INC1 year Service code 26 · EIN 23-1945930 | Advisory (Participants) | $6,943 |
Filed as: MML INVESTORS Service code 27 · EIN 04-1590850 | Advisory (Plan) | $5,619 |
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 | $54,674 | $72,277-24.4% | $101,248-46.0% | $79,858-31.5% |
| Participation rate | 81.6% | 68.5%+13.2pp | 75.8%+5.8pp | 69.6%+12.0pp |
| Annual return | 11.18% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,559 | $3,282+160.8% | $4,370+95.8% | $3,740+128.8% |
| Admin fee / account holder | $202 | $4,400-95.4% | $5,945-96.6% | $5,306-96.2% |