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 | $103,112 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $33,407 |
Filed as: MCCONNELL & JONES LLP Service code 99 · EIN 76-0488832 | Other Fees | $18,599 |
Filed as: SMITH GAMBRELL RUSSELL Service code 29 · EIN 58-0967450 | Legal | $16,348 |
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 | $197,663 | $40,385+389.4% | $80,569+145.3% | $74,419+165.6% |
| Participation rate | 97.0% | 47.4%+49.6pp | 67.0%+30.0pp | 70.7%+26.3pp |
| Annual return | 16.22% | 164.85%-148.6pp | 935.43%-919.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $5,332 | $1,496+256.3% | $2,723+95.8% | $2,637+102.2% |
| Participant deferral / active EE | $9,379 | $2,674+250.7% | $4,447+110.9% | $4,528+107.1% |
| Admin fee / account holder | $124 | $720-82.8% | $5,377-97.7% | $348-64.4% |