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 3-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 Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $482,207 |
MARITIME ASSOCIATION3+ years Service code 14 · EIN 74-1721447 | Plan Administrator | $233,765 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $103,165 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $93,696 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 74-0488832 | Accounting | $65,498 |
Filed as: CM LAW PLLC Service code 29 · EIN 46-2822560 | Legal | $18,785 |
ROCKIT CONSULTING3+ years Service code 16 · EIN 46-0712549 | Consulting | $16,576 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $15,568 |
BYRNE SOFTWARE3+ years Service code 15 · EIN 43-1853340 | Recordkeeping | $10,906 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $215,146 | $94,876+126.8% | $82,389+161.1% | $102,872+109.1% |
| Participation rate | 90.2% | 70.6%+19.7pp | 69.5%+20.7pp | 73.0%+17.2pp |
| Annual return | 11.43% | 17.83%-6.4pp | 28.67%-17.2pp | 19.06%-7.6pp |
| Employer contribution / active EE | $16,905 | $3,789+346.2% | $2,517+571.6% | $3,526+379.4% |
| Participant deferral / active EE | $1,335 | $4,496-70.3% | $4,155-67.9% | $5,535-75.9% |
| Admin fee / account holder | $284 | $214+32.9% | $7,231-96.1% | $292-2.7% |