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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $554,303 |
LJ MOSBY, P.C.1+ years Service code 10 · EIN 84-1656069 | Accounting | $46,000 |
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 | $79,462 | $86,791-8.4% | $115,037-30.9% | $59,188+34.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 81.4%+17.2pp | 69.4%+29.2pp |
| Annual return | -36.31% | 4.44%-40.8pp | 26.14%-62.5pp | 5.51%-41.8pp |
| Employer contribution / active EE | $4,711 | $2,950+59.7% | $4,608+2.2% | $2,098+124.5% |
| Participant deferral / active EE | $8,843 | $5,298+66.9% | $6,026+46.7% | $3,265+170.9% |
| Admin fee / account holder | $72 | $95-24.4% | $8,175-99.1% | $92-22.2% |