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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,714 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,973 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $8,535 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $119,789 | $95,274+25.7% | $135,903-11.9% | $74,419+61.0% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 11.94% | 32.77%-20.8pp | 68.23%-56.3pp | 34.38%-22.4pp |
| Employer contribution / active EE | $3,884 | $3,874+0.3% | $4,856-20.0% | $2,637+47.3% |
| Participant deferral / active EE | $6,391 | $7,782-17.9% | $7,758-17.6% | $4,528+41.2% |
| Admin fee / account holder | $114 | $266-57.3% | $10,762-98.9% | $348-67.3% |