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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,235 |
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 | $410,231 | $56,053+631.9% | $75,972+440.0% | $80,856+407.4% |
| Participation rate | 97.6% | 62.0%+35.6pp | 69.1%+28.6pp | 67.6%+30.0pp |
| Annual return | 14.71% | 20.53%-5.8pp | 359.55%-344.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $8,314 | $1,874+343.7% | $2,685+209.7% | $2,755+201.8% |
| Participant deferral / active EE | $13,744 | $3,052+350.4% | $4,255+223.0% | $4,296+219.9% |
| Admin fee / account holder | $343 | $5,234-93.4% | $6,467-94.7% | $6,918-95.0% |