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 COLONY GROUP LLC1 year Filed as: THE COLONY GROUP Service code 27 · EIN 90-0751149 | Advisory (Plan) | $8,197 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,011 | $72,607+1.9% | $90,749-18.4% | $66,914+10.6% |
| Participation rate | 48.1% | 73.7%-25.6pp | 75.7%-27.6pp | 69.8%-21.7pp |
| Annual return | -17.50% | -12.28%-5.2pp | -12.16%-5.3pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,699 | $2,369-28.3% | $2,921-41.8% | $2,544-33.2% |
| Participant deferral / active EE | $2,767 | $3,977-30.4% | $4,564-39.4% | $4,237-34.7% |
| Admin fee / account holder | $348 | $707-50.7% | $8,445-95.9% | $593-41.3% |