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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $68,711 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,501 |
BUCK GLOBAL, LLC5 years Filed as: BUCK GLOBAL LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $19,558 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $14,700 |
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 | $233,986 | $95,274+145.6% | $135,903+72.2% | $74,419+214.4% |
| Participation rate | 99.1% | 78.2%+20.9pp | 81.9%+17.2pp | 70.7%+28.3pp |
| Annual return | 18.42% | 32.77%-14.4pp | 68.23%-49.8pp | 34.38%-16.0pp |
| Employer contribution / active EE | $11,581 | $3,874+198.9% | $4,856+138.5% | $2,637+339.1% |
| Participant deferral / active EE | $12,382 | $7,782+59.1% | $7,758+59.6% | $4,528+173.5% |
| Admin fee / account holder | $130 | $266-51.0% | $10,762-98.8% | $348-62.5% |