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 5-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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $170,770 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $65,000 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY Service code 99 · EIN 30-1413443 | Other Fees | $33,075 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,681 | $76,173-33.5% | $81,382-37.7% | $199,593-74.6% |
| Participation rate | 95.6% | 76.3%+19.3pp | 69.5%+26.1pp | 72.0%+23.6pp |
| Annual return | 10.12% | 15.59%-5.5pp | 24.73%-14.6pp | 34.25%-24.1pp |
| Employer contribution / active EE | $1,714 | $2,792-38.6% | $2,463-30.4% | $3,034-43.5% |
| Participant deferral / active EE | $5,081 | $4,201+20.9% | $3,883+30.9% | $5,087-0.1% |
| Admin fee / account holder | $172 | $146+18.1% | $5,768-97.0% | $269-35.8% |