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 7-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 |
|---|---|---|
S L REED & COMPANY1 year Filed as: S.L. REED & COMPANY Service code 16 · EIN 95-4569995 | Consulting | $79,068 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,942 |
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 | $59,441 | $86,338-31.2% | $91,989-35.4% | $77,787-23.6% |
| Participation rate | 96.7% | 82.9%+13.8pp | 78.6%+18.1pp | 73.2%+23.5pp |
| Annual return | 31.68% | 29.65%+2.0pp | 69.02%-37.3pp | 32.57%-0.9pp |
| Employer contribution / active EE | $2,795 | $2,988-6.4% | $3,452-19.0% | $2,504+11.6% |
| Participant deferral / active EE | $6,687 | $6,908-3.2% | $5,923+12.9% | $3,967+68.5% |
| Admin fee / account holder | $49 | $79-38.4% | $7,743-99.4% | $100-51.2% |