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 |
|---|---|---|
Filed as: RETIREMENT RESOURCES INV. CORP Service code 27 · EIN 04-3464764 | Advisory (Plan) | $23,179 |
SETAWAY LLC8 years Service code 70 · EIN 46-5055797 5 BEDFORD FARMS RD STE 105 · BEDFORD, NH 03110 | Consulting Fees | $16,782 |
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP, INC Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $16,289 |
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 | $46,627 | $86,944-46.4% | $107,525-56.6% | $74,304-37.2% |
| Participation rate | 99.2% | 59.6%+39.7pp | 75.1%+24.1pp | 60.3%+38.9pp |
| Annual return | 18.20% | 23.52%-5.3pp | 181.32%-163.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $699 | $2,757-74.6% | $3,754-81.4% | $2,241-68.8% |
| Participant deferral / active EE | $5,341 | $3,554+50.3% | $5,116+4.4% | $3,767+41.8% |
| Admin fee / account holder | $306 | $3,727-91.8% | $8,919-96.6% | $2,969-89.7% |