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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC2+ years Filed as: HS MANAGEMENT PARTNERS Service code 51 · EIN 26-0335469 | Investment Mgmt Fees | $51,096 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $26,538 |
THE LONDON COMPANY2+ years Filed as: LONDON COMPANY INVESTMENT COUNSEL Service code 51 · EIN 90-0824693 | Investment Mgmt Fees | $20,312 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,619 | $37,044+93.3% | $71,796-0.2% | $57,658+24.2% |
| Participation rate | 97.5% | 61.1%+36.4pp | 69.1%+28.4pp | 70.2%+27.3pp |
| Annual return | 4.01% | 12.64%-8.6pp | 78.04%-74.0pp | 5.13%-1.1pp |
| Employer contribution / active EE | $1,669 | $720+131.8% | $1,924-13.3% | $1,974-15.4% |
| Participant deferral / active EE | $2,342 | $1,974+18.6% | $2,794-16.2% | $3,061-23.5% |
| Admin fee / account holder | $122 | $101+20.9% | $4,815-97.5% | $95+29.1% |