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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,724 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,259 | $62,573+536.5% | $85,682+364.8% | $85,850+363.9% |
| Participation rate | 98.6% | 61.1%+37.5pp | 69.9%+28.8pp | 69.3%+29.3pp |
| Annual return | 13.93% | 23.77%-9.8pp | 21.49%-7.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $7,983 | $1,757+354.4% | $2,618+204.9% | $2,565+211.2% |
| Participant deferral / active EE | $12,393 | $2,802+342.2% | $3,923+215.9% | $3,952+213.6% |
| Admin fee / account holder | $323 | $4,640-93.0% | $6,873-95.3% | $6,260-94.8% |