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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,111 |
Filed as: GUIDANCE POINT RETIREMENT SVCS LLC Service code 27 · EIN 45-4118952 | Advisory (Plan) | $17,000 |
Service code 16 · EIN 31-1582098 | Consulting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,147 | $99,957+56.2% | $149,696+4.3% | $73,488+112.5% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.5%+14.8pp | 70.7%+26.6pp |
| Annual return | 16.48% | 53.87%-37.4pp | 276.60%-260.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $4,138 | $3,191+29.7% | $4,644-10.9% | $2,270+82.3% |
| Participant deferral / active EE | $7,912 | $6,073+30.3% | $6,842+15.6% | $3,740+111.6% |
| Admin fee / account holder | $330 | $551-40.1% | $9,309-96.5% | $513-35.7% |