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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $588,435 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $352,059 |
CURCIO WEBB3 years Service code 27 · EIN 36-4171366 | Advisory (Plan) | $154,486 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $34,402 |
VINSON & ELKINS LLP6+ years Service code 29 · EIN 74-1183015 | Legal | $19,757 |
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 | $86,808 | $51,785+67.6% | $112,228-22.7% | $89,394-2.9% |
| Participation rate | 96.3% | 82.2%+14.2pp | 75.1%+21.3pp | 71.3%+25.0pp |
| Annual return | -14.71% | -11.06%-3.6pp | 27.45%-42.2pp | -11.89%-2.8pp |
| Employer contribution / active EE | $4,912 | $3,782+29.9% | $3,635+35.1% | $3,022+62.5% |
| Participant deferral / active EE | $9,458 | $3,425+176.2% | $4,728+100.1% | $5,123+84.6% |
| Admin fee / account holder | $77 | $102-23.7% | $6,410-98.8% | $79-2.4% |