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 ADVISORS3 years Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $53,464 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,212 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,025 | $69,362+44.2% | $101,248-1.2% | $73,488+36.1% |
| Participation rate | 90.1% | 68.4%+21.7pp | 75.8%+14.3pp | 70.7%+19.5pp |
| Annual return | 16.25% | 18.46%-2.2pp | 46.47%-30.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $4,137 | $2,628+57.4% | $3,660+13.0% | $2,270+82.2% |
| Participant deferral / active EE | $4,784 | $3,300+45.0% | $4,370+9.5% | $3,740+27.9% |
| Admin fee / account holder | $348 | $704-50.5% | $5,945-94.1% | $513-32.2% |