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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,519 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,658 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $36,599 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $25,736 |
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 | $225,065 | $45,031+399.8% | $84,966+164.9% | $77,643+189.9% |
| Participation rate | 97.3% | 48.7%+48.6pp | 67.5%+29.8pp | 70.6%+26.7pp |
| Annual return | 24.25% | 79.22%-55.0pp | 66.38%-42.1pp | 31.24%-7.0pp |
| Employer contribution / active EE | $5,856 | $1,609+263.9% | $2,727+114.7% | $2,726+114.8% |
| Participant deferral / active EE | $10,072 | $2,807+258.8% | $4,519+122.9% | $4,647+116.7% |
| Admin fee / account holder | $145 | $912-84.1% | $6,149-97.6% | $430-66.3% |