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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,465 |
VANTAGE FINANCIAL GROUP1 year Service code 27 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 | Advisory (Plan) | $19,150 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE FINANCIAL SERVICES Service code 10 1375 E. NINTH ST · CLEVELAND, OH 44194 | Accounting | $9,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,310 | $96,484-52.0% | $156,263-70.4% | $74,304-37.7% |
| Participation rate | 83.3% | 67.7%+15.7pp | 78.9%+4.4pp | 60.3%+23.0pp |
| Annual return | 18.37% | 17.73%+0.6pp | 59.47%-41.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,449 | $2,528-42.7% | $4,333-66.6% | $2,241-35.3% |
| Participant deferral / active EE | $5,189 | $4,286+21.1% | $6,158-15.7% | $3,767+37.7% |
| Admin fee / account holder | $310 | $3,728-91.7% | $14,255-97.8% | $2,969-89.6% |