See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $58,260 |
GIBSON CAPITAL, LLC6 years Filed as: GIBSON CAPITAL Service code 26 6600 BROOKTREE COURT · WEXFORD, PA 15090 | Advisory (Participants) | $50,612 |
ASCENSUS LLC8+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 | Other Services | $17,700 |
Service code 10 340 SEVEN SPRINGS WAY, STE. 720 · BRENTWOOD, TN 37027 | Accounting | $13,250 |
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 | $22,637 | $44,764-49.4% | $68,791-67.1% | $64,808-65.1% |
| Participation rate | 99.3% | 64.8%+34.5pp | 69.0%+30.2pp | 71.5%+27.8pp |
| Annual return | -13.73% | -10.91%-2.8pp | -6.38%-7.3pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,321 | $1,775-25.6% | $2,655-50.3% | $2,506-47.3% |
| Participant deferral / active EE | $2,766 | $3,238-14.6% | $3,941-29.8% | $4,310-35.8% |
| Admin fee / account holder | $176 | $151+16.2% | $4,932-96.4% | $188-6.4% |