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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,896 |
Filed as: GUIDANCE POINT RETIREMENT SVCS LLC Service code 27 · EIN 45-4118952 | Advisory (Plan) | $17,000 |
TAWNEY, PLLC2 years Service code 10 · EIN 46-4585449 | Accounting | $6,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,963 | $89,652+69.5% | $141,162+7.7% | $65,185+133.1% |
| Participation rate | 96.0% | 74.7%+21.3pp | 82.5%+13.6pp | 70.2%+25.8pp |
| Annual return | 22.64% | 32.79%-10.1pp | 71.39%-48.7pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,976 | $3,065-2.9% | $4,735-37.1% | $2,177+36.7% |
| Participant deferral / active EE | $8,011 | $5,691+40.8% | $6,709+19.4% | $3,514+128.0% |
| Admin fee / account holder | $344 | $569-39.5% | $10,261-96.6% | $847-59.4% |