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 & COMPANY4 years Service code 27 · EIN 82-1443892 | Advisory (Plan) | $245,090 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN (ASCENSUS) Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $49,758 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,517 |
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 | $225,708 | $55,415+307.3% | $155,509+45.1% | $74,495+203.0% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 15.07% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $20,131 | $2,267+787.9% | $4,672+330.8% | $2,623+667.5% |
| Participant deferral / active EE | $13,973 | $2,836+392.7% | $5,626+148.4% | $4,346+221.5% |
| Admin fee / account holder | $1,176 | $1,738-32.3% | $15,912-92.6% | $1,942-39.4% |