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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $424,600 |
AON CONSULTING3 years Filed as: AON HEWITT INV CONSULTING Service code 16 · EIN 22-2232264 | Consulting | $101,554 |
LJ MOSBY, P.C.3 years Filed as: LJ MOSBY PC Service code 99 · EIN 84-1656069 | Other Fees | $23,000 |
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 | $169,381 | $121,599+39.3% | $135,903+24.6% | $103,482+63.7% |
| Participation rate | 97.1% | 76.2%+20.9pp | 81.9%+15.2pp | 73.3%+23.8pp |
| Annual return | 19.38% | 26.09%-6.7pp | 68.23%-48.8pp | 33.11%-13.7pp |
| Employer contribution / active EE | $6,176 | $4,627+33.5% | $4,856+27.2% | $3,208+92.5% |
| Participant deferral / active EE | $9,272 | $7,782+19.1% | $7,758+19.5% | $5,207+78.1% |
| Admin fee / account holder | $72 | $76-4.5% | $10,762-99.3% | $114-36.6% |