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 | $17,379 |
PENSION ASSURANCE LLP5 years Filed as: PENSION AND WEALTH MANAGEMENT ADVIS Service code 27 800 SOUTH STREET · WALTHAM, MA 02453 | Advisory (Plan) | $16,825 |
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 | $63,983 | $80,717-20.7% | $154,803-58.7% | $84,808-24.6% |
| Participation rate | 86.9% | 66.8%+20.1pp | 78.1%+8.8pp | 68.3%+18.6pp |
| Annual return | 16.57% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,452 | $2,761-47.4% | $4,305-66.3% | $2,631-44.8% |
| Participant deferral / active EE | $5,012 | $3,303+51.7% | $5,540-9.5% | $4,212+19.0% |
| Admin fee / account holder | $303 | $6,746-95.5% | $14,329-97.9% | $7,344-95.9% |