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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,318 |
Filed as: GUIDANCE POINT Service code 27 · EIN 45-4118952 | Advisory (Plan) | $21,250 |
Filed as: THIRD PARTY ADMINS INC Service code 16 · EIN 15-0395735 | Consulting | $6,550 |
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 | $159,614 | $91,407+74.6% | $135,903+17.4% | $71,457+123.4% |
| Participation rate | 97.8% | 75.7%+22.2pp | 81.9%+15.9pp | 67.9%+29.9pp |
| Annual return | 18.87% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $3,623 | $3,703-2.2% | $4,856-25.4% | $2,588+40.0% |
| Participant deferral / active EE | $9,092 | $7,092+28.2% | $7,758+17.2% | $4,289+112.0% |
| Admin fee / account holder | $349 | $1,266-72.4% | $10,762-96.8% | $1,587-78.0% |