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 10-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 Service code 15 · EIN 23-1945930 | Recordkeeping | $296,078 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 16 · EIN 04-2675571 | Consulting | $50,250 |
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 | $45,766 | $221,442-79.3% | $92,233-50.4% | $77,958-41.3% |
| Participation rate | 77.6% | 79.6%-2.0pp | 76.5%+1.2pp | 71.6%+6.0pp |
| Annual return | 19.32% | 15.65%+3.7pp | 176.28%-157.0pp | 20.87%-1.5pp |
| Employer contribution / active EE | $1,102 | $3,226-65.8% | $3,679-70.0% | $2,310-52.3% |
| Participant deferral / active EE | $4,512 | $2,779+62.3% | $3,897+15.8% | $3,537+27.6% |
| Admin fee / account holder | $95 | $210-54.9% | $5,194-98.2% | $97-2.9% |