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 |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $198,551 |
S L REED & COMPANY2 years Filed as: S L REED & CO Service code 16 · EIN 95-4569995 | Consulting | $108,256 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,793 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US LLP Service code 16 · EIN 39-0859910 | Consulting | $13,930 |
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 | $100,446 | $89,282+12.5% | $94,646+6.1% | $74,419+35.0% |
| Participation rate | 98.5% | 82.4%+16.1pp | 80.8%+17.7pp | 70.7%+27.8pp |
| Annual return | 19.05% | 25.96%-6.9pp | 156.71%-137.7pp | 34.38%-15.3pp |
| Employer contribution / active EE | $4,781 | $3,022+58.2% | $3,672+30.2% | $2,637+81.3% |
| Participant deferral / active EE | $13,106 | $8,425+55.6% | $7,418+76.7% | $4,528+189.4% |
| Admin fee / account holder | $224 | $219+2.4% | $7,231-96.9% | $348-35.6% |