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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $492,460 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $135,427 |
Service code 16 · EIN 57-0940019 | Consulting | $25,650 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,483 |
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 | $181,151 | $119,627+51.4% | $146,958+23.3% | $99,062+82.9% |
| Participation rate | 97.4% | 73.4%+23.9pp | 82.2%+15.2pp | 71.6%+25.8pp |
| Annual return | 23.97% | 28.82%-4.9pp | 418.34%-394.4pp | 17.66%+6.3pp |
| Employer contribution / active EE | $5,782 | $4,153+39.2% | $4,933+17.2% | $3,262+77.2% |
| Participant deferral / active EE | $8,610 | $7,997+7.7% | $8,070+6.7% | $5,331+61.5% |
| Admin fee / account holder | $67 | $150-55.2% | $12,998-99.5% | $109-38.5% |