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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $419,466 |
AON CONSULTING2 years Filed as: AON HEWITT CONSULTING INC Service code 16 · EIN 36-3109431 | Consulting | $108,191 |
LJ MOSBY, P.C.3+ years Service code 10 · EIN 84-1656069 | Accounting | $23,000 |
K&L GATES2 years Filed as: K&L GATES LLP Service code 16 · EIN 25-0921018 | Consulting | $6,647 |
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 | $118,494 | $96,458+22.8% | $136,294-13.1% | $77,958+52.0% |
| Participation rate | 98.1% | 75.4%+22.7pp | 81.9%+16.1pp | 71.6%+26.4pp |
| Annual return | 20.85% | 23.78%-2.9pp | 5155.94%-5135.1pp | 20.87%0pp |
| Employer contribution / active EE | $5,798 | $3,144+84.4% | $4,695+23.5% | $2,310+150.9% |
| Participant deferral / active EE | $7,768 | $5,902+31.6% | $6,247+24.3% | $3,537+119.6% |
| Admin fee / account holder | $73 | $80-9.2% | $9,243-99.2% | $97-25.0% |