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 |
|---|---|---|
LINDEN THOMAS & COMPANY2 years Service code 27 · EIN 82-1443892 | Advisory (Plan) | $167,061 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $14,702 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,382 |
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 | $217,524 | $65,061+234.3% | $143,757+51.3% | $66,914+225.1% |
| Participation rate | 98.6% | 65.2%+33.5pp | 80.3%+18.3pp | 69.8%+28.8pp |
| Annual return | -14.79% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $19,888 | $2,361+742.5% | $4,951+301.7% | $2,544+681.7% |
| Participant deferral / active EE | $13,313 | $2,919+356.1% | $5,637+136.2% | $4,237+214.2% |
| Admin fee / account holder | $1,288 | $502+156.6% | $14,673-91.2% | $593+117.1% |