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 | $465,454 |
AON CONSULTING2 years Filed as: AON HEWITT INV CONSULTING Service code 17 · EIN 22-2232264 | Pension Consulting | $130,015 |
LJ MOSBY, P.C.2 years Filed as: LJ MOSBY PC Service code 16 · EIN 84-1656069 | Consulting | $23,000 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 29 · EIN 58-0946915 | Legal | $7,929 |
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 | $152,220 | $95,388+59.6% | $125,339+21.4% | $77,904+95.4% |
| Participation rate | 97.2% | 78.6%+18.6pp | 82.4%+14.8pp | 73.7%+23.5pp |
| Annual return | -15.02% | 116.19%-131.2pp | 572.05%-587.1pp | 12.21%-27.2pp |
| Employer contribution / active EE | $6,018 | $3,666+64.1% | $4,814+25.0% | $2,848+111.3% |
| Participant deferral / active EE | $9,215 | $7,711+19.5% | $7,446+23.7% | $4,806+91.7% |
| Admin fee / account holder | $87 | $119-26.6% | $10,010-99.1% | $133-34.2% |