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 |
|---|---|---|
ANCORA ADVISORS2 years Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $54,971 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,529 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,902 | $63,114+55.1% | $92,893+5.4% | $65,185+50.2% |
| Participation rate | 87.6% | 68.8%+18.8pp | 76.0%+11.6pp | 70.2%+17.4pp |
| Annual return | 21.26% | 28.75%-7.5pp | 109.41%-88.2pp | 29.38%-8.1pp |
| Employer contribution / active EE | $3,540 | $2,571+37.7% | $3,653-3.1% | $2,177+62.6% |
| Participant deferral / active EE | $4,752 | $3,108+52.9% | $4,236+12.2% | $3,514+35.2% |
| Admin fee / account holder | $394 | $624-36.8% | $5,794-93.2% | $847-53.5% |