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 | $366,555 |
Service code 17 · EIN 33-0818667 | Pension Consulting | $45,000 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 17 · EIN 39-0859910 | Pension Consulting | $29,925 |
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 | $74,755 | $122,186-38.8% | $146,958-49.1% | $199,593-62.5% |
| Participation rate | 93.3% | 78.3%+15.0pp | 82.2%+11.1pp | 72.0%+21.3pp |
| Annual return | 14.98% | 30.56%-15.6pp | 418.34%-403.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $3,362 | $4,093-17.9% | $4,933-31.8% | $3,034+10.8% |
| Participant deferral / active EE | $9,634 | $8,502+13.3% | $8,070+19.4% | $5,087+89.4% |
| Admin fee / account holder | $86 | $179-51.7% | $12,998-99.3% | $269-67.9% |