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 8-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.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $352,001 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST CO. Service code 51 · EIN 95-2553868 | Investment Mgmt Fees | $141,969 |
AMERICAN FUNDS3 years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $117,500 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $45,235 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC Service code 99 | Other Fees | $0 |
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 | $197,093 | $176,491+11.7% | $95,952+105.4% | $90,288+118.3% |
| Participation rate | 92.4% | 86.6%+5.8pp | 77.1%+15.3pp | 73.4%+19.0pp |
| Annual return | 17.06% | 20.14%-3.1pp | 91.61%-74.6pp | 53.97%-36.9pp |
| Employer contribution / active EE | $1,043 | $2,789-62.6% | $2,541-58.9% | $2,524-58.7% |
| Participant deferral / active EE | $7,644 | $5,340+43.2% | $4,167+83.5% | $4,232+80.6% |
| Admin fee / account holder | $140 | $154-9.4% | $6,795-97.9% | $114+22.4% |