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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,833 |
Filed as: COMMONWEALTH FIN'L NETWORK Service code 17 · EIN 04-2675571 | Pension Consulting | $45,660 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,016 |
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 | $86,816 | $101,499-14.5% | $147,005-40.9% | $74,546+16.5% |
| Participation rate | 97.0% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 13.36% | 8732.34%-8719.0pp | 418.76%-405.4pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,091 | $3,811-71.4% | $4,934-77.9% | $2,624-58.4% |
| Participant deferral / active EE | $13,058 | $7,304+78.8% | $8,070+61.8% | $4,347+200.3% |
| Admin fee / account holder | $314 | $1,748-82.0% | $13,006-97.6% | $1,944-83.8% |