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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $682,994 |
CURCIO WEBB1 year Service code 27 · EIN 36-4171366 | Advisory (Plan) | $45,969 |
VINSON & ELKINS LLP4+ years Service code 29 · EIN 74-1183015 | Legal | $13,932 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $10,000 |
RR DONNELLEY1 year Service code 38 · EIN 36-1004130 | Participant Communication | $7,700 |
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 | $81,933 | $52,155+57.1% | $101,248-19.1% | $106,222-22.9% |
| Participation rate | 92.6% | 81.2%+11.4pp | 75.8%+16.8pp | 70.8%+21.8pp |
| Annual return | 16.24% | 13.07%+3.2pp | 46.47%-30.2pp | 21.69%-5.5pp |
| Employer contribution / active EE | $3,491 | $3,414+2.3% | $3,660-4.6% | $2,723+28.2% |
| Participant deferral / active EE | $6,684 | $2,716+146.1% | $4,370+53.0% | $4,600+45.3% |
| Admin fee / account holder | $62 | $102-38.6% | $5,945-99.0% | $78-20.4% |