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 |
|---|---|---|
NACHMAN, NORWOOD & PARROTT2 years Service code 27 1116 S MAIN ST · GREENVILLE, SC 29301 | Advisory (Plan) | $33,894 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $157,969 | $70,908+122.8% | $98,907+59.7% | $73,488+115.0% |
| Participation rate | 84.9% | 73.8%+11.1pp | 76.0%+8.9pp | 70.7%+14.2pp |
| Annual return | 18.24% | 34.17%-15.9pp | 196.43%-178.2pp | 28.51%-10.3pp |
| Employer contribution / active EE | $1,624 | $2,036-20.3% | $2,689-39.6% | $2,270-28.5% |
| Participant deferral / active EE | $5,186 | $3,500+48.2% | $4,244+22.2% | $3,740+38.7% |
| Admin fee / account holder | $342 | $535-36.0% | $6,642-94.8% | $513-33.3% |