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 Filed as: VANGUARD Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $20,224 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 27 531 W. MORSE BLVD., STE 200 · WINTER PARK, FL 32789 | Advisory (Plan) | $19,510 |
DICLAUDIO & KRAMER, LLC2 years Service code 10 · EIN 27-0889793 | Accounting | $12,138 |
MEYER, UNKOVIC & SCOTT10+ years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $6,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,627 | $95,880+52.9% | $107,525+36.4% | $85,563+71.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 8.30% | 68.06%-59.8pp | 181.32%-173.0pp | 31.51%-23.2pp |
| Employer contribution / active EE | $6,390 | $3,812+67.6% | $3,754+70.2% | $2,654+140.8% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $308 | $1,025-70.0% | $8,919-96.6% | $834-63.1% |