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 | $143,274 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 99 · EIN 75-0786316 | Other Fees | $14,034 |
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 | $108,738 | $102,255+6.3% | $118,746-8.4% | $77,958+39.5% |
| Participation rate | 99.6% | 84.8%+14.7pp | 78.3%+21.3pp | 71.6%+27.9pp |
| Annual return | 20.21% | 65.05%-44.8pp | 24.54%-4.3pp | 20.87%-0.7pp |
| Employer contribution / active EE | $7,500 | $4,931+52.1% | $4,193+78.9% | $2,310+224.6% |
| Participant deferral / active EE | $6,308 | $5,974+5.6% | $5,332+18.3% | $3,537+78.4% |
| Admin fee / account holder | $97 | $79+22.6% | $10,720-99.1% | $97-0.6% |