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 5-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 |
|---|---|---|
Service code 26 1000 CONTINENTAL DRIVE · KING OF PRUSSIA, PA 19406 | Advisory (Participants) | $4,721 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $98 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $37 |
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 | $99,018 | $45,863+115.9% | $77,024+28.6% | $68,494+44.6% |
| Participation rate | 91.7% | 55.9%+35.8pp | 67.9%+23.8pp | 67.9%+23.8pp |
| Annual return | -18.97% | 1.72%-20.7pp | 42.32%-61.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,865 | $1,650+134.3% | $2,812+37.4% | $2,596+48.8% |
| Participant deferral / active EE | $6,771 | $2,962+128.6% | $4,426+53.0% | $4,027+68.1% |
| Admin fee / account holder | $501 | $3,041-83.5% | $5,425-90.8% | $5,403-90.7% |