See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $439,443 |
AMERICAN FUNDS1 year Filed as: CAPITAL BANK & TRUST COMPANY Service code 51 · EIN 95-4797716 | Investment Mgmt Fees | $125,212 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 29 · EIN 43-1064260 | Legal | $106,729 |
Filed as: ONEDIGITAL INVEST ADVISORS LLC Service code 16 · EIN 82-1434504 | Consulting | $63,750 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $60,000 |
AMERICAN FUNDS6 years Filed as: HM CAPITAL MANAGEMENT, LLC Service code 16 · EIN 20-3287389 | Consulting | $31,875 |
Service code 16 · EIN 43-1451524 | Consulting | $31,875 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS LLC/PLLC Service code 10 · EIN 57-0381582 | Accounting | $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 | $193,416 | $104,697+84.7% | $96,544+100.3% | $80,160+141.3% |
| Participation rate | 91.9% | 86.4%+5.5pp | 76.0%+15.9pp | 72.9%+19.0pp |
| Annual return | 27.26% | 21.78%+5.5pp | 25.84%+1.4pp | 40.38%-13.1pp |
| Employer contribution / active EE | $2,776 | $3,536-21.5% | $2,965-6.4% | $2,978-6.8% |
| Participant deferral / active EE | $8,873 | $6,188+43.4% | $4,851+82.9% | $5,017+76.8% |
| Admin fee / account holder | $180 | $107+68.5% | $8,252-97.8% | $145+24.1% |