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 & PARROTT3 years Service code 27 1116 S MAIN ST · GREENVILLE, SC 29301 | Advisory (Plan) | $37,969 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,027 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,521 | $79,428+122.2% | $106,548+65.7% | $79,386+122.4% |
| Participation rate | 84.9% | 74.1%+10.7pp | 76.1%+8.7pp | 70.7%+14.2pp |
| Annual return | 14.68% | 18.27%-3.6pp | 26.80%-12.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,706 | $2,234-23.6% | $2,819-39.5% | $2,427-29.7% |
| Participant deferral / active EE | $5,636 | $3,823+47.4% | $4,398+28.1% | $4,046+39.3% |
| Admin fee / account holder | $380 | $523-27.3% | $7,407-94.9% | $626-39.3% |