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 |
|---|---|---|
GIBSON CAPITAL, LLC8 years Filed as: GIBSON CAPITAL Service code 26 6600 BROOKTREE COURT · WEXFORD, PA 15090 | Advisory (Participants) | $71,952 |
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $55,550 |
ASCENSUS LLC10+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 | Other Services | $22,200 |
Service code 10 340 SEVEN SPRINGS WAY, STE. 720 · BRENTWOOD, TN 37027 | Accounting | $14,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,334 | $55,416-50.7% | $75,972-64.0% | $77,643-64.8% |
| Participation rate | 98.7% | 63.6%+35.1pp | 69.1%+29.6pp | 70.6%+28.1pp |
| Annual return | 10.75% | 17.07%-6.3pp | 359.55%-348.8pp | 31.24%-20.5pp |
| Employer contribution / active EE | $242 | $1,788-86.5% | $2,685-91.0% | $2,726-91.1% |
| Participant deferral / active EE | $3,047 | $3,447-11.6% | $4,255-28.4% | $4,647-34.4% |
| Admin fee / account holder | $214 | $414-48.3% | $6,467-96.7% | $430-50.3% |