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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $415,450 |
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT LLC Service code 10 · EIN 45-4084437 | Accounting | $179,488 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $173,960 |
Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $214,517 | $122,259+75.5% | $147,005+45.9% | $199,768+7.4% |
| Participation rate | 97.8% | 78.3%+19.6pp | 82.2%+15.7pp | 72.0%+25.8pp |
| Annual return | 15.97% | 30.58%-14.6pp | 418.76%-402.8pp | 34.26%-18.3pp |
| Employer contribution / active EE | $7,427 | $4,097+81.3% | $4,934+50.5% | $3,037+144.6% |
| Participant deferral / active EE | $12,192 | $8,504+43.4% | $8,070+51.1% | $5,090+139.5% |
| Admin fee / account holder | $98 | $179-45.4% | $13,006-99.2% | $269-63.7% |