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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $219,280 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 · EIN 35-2552359 | Consulting | $70,000 |
CHERRY BEKAERT LLP7 years Service code 11 · EIN 56-0574444 | Actuarial | $21,262 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $18,375 |
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 | $108,563 | $53,136+104.3% | $155,509-30.2% | $199,593-45.6% |
| Participation rate | 96.6% | 64.1%+32.5pp | 78.2%+18.4pp | 72.0%+24.7pp |
| Annual return | 14.52% | 41.15%-26.6pp | 64.67%-50.1pp | 34.25%-19.7pp |
| Employer contribution / active EE | $4,100 | $1,851+121.5% | $4,672-12.3% | $3,034+35.1% |
| Participant deferral / active EE | $6,172 | $3,161+95.3% | $5,626+9.7% | $5,087+21.3% |
| Admin fee / account holder | $173 | $185-6.7% | $15,912-98.9% | $269-35.6% |