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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $113,890 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $61,817 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $11,809 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $11,411 |
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 | $182,302 | $34,677+425.7% | $77,024+136.7% | $64,808+181.3% |
| Participation rate | 97.5% | 49.8%+47.6pp | 67.9%+29.6pp | 71.5%+26.0pp |
| Annual return | -14.09% | -5.33%-8.8pp | 42.32%-56.4pp | 32.82%-46.9pp |
| Employer contribution / active EE | $5,026 | $1,370+266.9% | $2,812+78.7% | $2,506+100.6% |
| Participant deferral / active EE | $9,088 | $2,556+255.5% | $4,426+105.3% | $4,310+110.8% |
| Admin fee / account holder | $150 | $179-15.8% | $5,425-97.2% | $188-19.9% |