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 8-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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $509,273 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTANTS Service code 27 · EIN 61-0736136 | Advisory (Plan) | $14,744 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,866 | $78,226+17.4% | $92,893-1.1% | $82,204+11.8% |
| Participation rate | 70.3% | 82.7%-12.4pp | 76.0%-5.7pp | 73.4%-3.1pp |
| Annual return | 23.21% | 19.33%+3.9pp | 109.41%-86.2pp | 26.31%-3.1pp |
| Employer contribution / active EE | $2,662 | $3,911-31.9% | $3,653-27.1% | $2,707-1.7% |
| Participant deferral / active EE | $7,383 | $3,648+102.4% | $4,236+74.3% | $4,246+73.9% |
| Admin fee / account holder | $58 | $119-51.5% | $5,794-99.0% | $76-23.6% |