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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $462,113 |
AON CONSULTING5 years Filed as: AON HEWITT CONSULTING INC Service code 17 · EIN 22-2232264 | Pension Consulting | $127,815 |
LJ MOSBY, P.C.6+ years Service code 16 · EIN 84-1656069 | Consulting | $23,000 |
TROUTMAN SANDERS LLP1 year Service code 29 · EIN 58-0946915 | Legal | $5,912 |
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 | $166,834 | $127,481+30.9% | $149,696+11.4% | $90,288+84.8% |
| Participation rate | 97.8% | 78.2%+19.6pp | 82.5%+15.3pp | 73.4%+24.5pp |
| Annual return | 15.17% | 57.78%-42.6pp | 276.60%-261.4pp | 53.97%-38.8pp |
| Employer contribution / active EE | $5,985 | $3,448+73.6% | $4,644+28.9% | $2,524+137.1% |
| Participant deferral / active EE | $8,891 | $6,975+27.5% | $6,842+30.0% | $4,232+110.1% |
| Admin fee / account holder | $87 | $152-42.4% | $9,309-99.1% | $114-23.5% |