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 9-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 |
|---|---|---|
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $18,654 |
Service code 10 · EIN 13-1577780 | Accounting | $11,670 |
Filed as: CHEVY CHASE TRUST Service code 19 · EIN 80-0618452 | Securities Custodian | $6,563 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $5,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,336 | $89,739-35.0% | $149,718-61.0% | $62,292-6.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 2.85% | 21.01%-18.2pp | 1501.63%-1498.8pp | 28.90%-26.0pp |
| Employer contribution / active EE | $7,439 | $3,233+130.1% | $5,445+36.6% | $2,042+264.3% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $346 | $551-37.3% | $11,283-96.9% | $479-27.8% |