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 9-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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $212,887 |
MSJC LLP4 years Service code 27 · EIN 20-4413352 | Advisory (Plan) | $81,795 |
BKD, LLP1 year Filed as: DIXON HUGHES AND GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $11,862 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK4 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NEXTCAPITAL GROUP, INC.1 year Filed as: NEXTCAPITAL ADVISORS, INC Service code 52 · EIN 47-2342699 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
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 | $38,591 | $43,466-11.2% | $90,951-57.6% | $90,288-57.3% |
| Participation rate | 91.0% | 62.5%+28.5pp | 69.0%+21.9pp | 73.4%+17.6pp |
| Annual return | 14.75% | 25.26%-10.5pp | 134.60%-119.8pp | 53.97%-39.2pp |
| Employer contribution / active EE | $597 | $840-29.0% | $2,122-71.9% | $2,524-76.4% |
| Participant deferral / active EE | $3,344 | $2,138+56.5% | $3,373-0.8% | $4,232-21.0% |
| Admin fee / account holder | $212 | $92+131.0% | $5,959-96.4% | $114+86.1% |