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.1 year Filed as: VANGUARD GROUP, INC, Service code 15 · EIN 23-1945930 | Recordkeeping | $517,719 |
Service code 99 · EIN 76-0321065 | Other Fees | $92,500 |
GARY A NAGLER PLLC1 year Filed as: GARY A NAGLER, PLLC Service code 29 · EIN 76-0622745 | Legal | $52,136 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $19,822 |
Filed as: TOWER WATSON DE INC Service code 16 · EIN 53-0181291 | Consulting | $6,312 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $127,020 | $106,649+19.1% | $80,019+58.7% | $68,904+84.3% |
| Participation rate | 91.4% | 88.1%+3.3pp | 75.8%+15.6pp | 74.1%+17.3pp |
| Annual return | -6.53% | -0.87%-5.7pp | 11.22%-17.8pp | 1.07%-7.6pp |
| Employer contribution / active EE | $7,924 | $4,132+91.8% | $2,468+221.1% | $2,540+211.9% |
| Participant deferral / active EE | $6,832 | $6,395+6.8% | $3,686+85.4% | $4,015+70.1% |
| Admin fee / account holder | $96 | $58+65.3% | $6,521-98.5% | $71+34.7% |