See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,977 |
Filed as: GUIDANCE POINT RETIREMENT Service code 27 · EIN 45-4118952 | Advisory (Plan) | $28,920 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,026 |
Filed as: THIRD PARTY ADMINISTRATORS INC. Service code 16 · EIN 15-0395735 | Consulting | $7,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,995 | $101,317+80.6% | $146,958+24.5% | $74,495+145.6% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.2%+15.5pp | 67.2%+30.4pp |
| Annual return | 14.30% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $3,955 | $3,810+3.8% | $4,933-19.8% | $2,623+50.8% |
| Participant deferral / active EE | $10,183 | $7,303+39.4% | $8,070+26.2% | $4,346+134.3% |
| Admin fee / account holder | $407 | $1,739-76.6% | $12,998-96.9% | $1,942-79.0% |