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 10-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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $133,084 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 99 · EIN 13-1459550 | Other Fees | $56,600 |
DELOITTE & TOUCHE LLP3 years Service code 99 · EIN 13-3891517 | Other Fees | $28,015 |
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 | $187,598 | $112,686+66.5% | $169,993+10.4% | $80,160+134.0% |
| Participation rate | 98.1% | 87.4%+10.7pp | 87.0%+11.1pp | 72.9%+25.2pp |
| Annual return | 18.76% | 67.04%-48.3pp | 53.37%-34.6pp | 40.38%-21.6pp |
| Employer contribution / active EE | $11,763 | $4,481+162.5% | $6,785+73.4% | $2,978+295.0% |
| Participant deferral / active EE | $13,995 | $7,876+77.7% | $10,408+34.5% | $5,017+178.9% |
| Admin fee / account holder | $116 | $99+17.4% | $12,815-99.1% | $145-19.8% |