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 ADVISORS5 years Filed as: ANCORA RETIREMENT ADVISORS Service code 27 6060 PARKLAND BLVD · CLEVELAND, OH 44124 | Advisory (Plan) | $61,941 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,508 |
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 | $86,420 | $64,119+34.8% | $112,228-23.0% | $66,914+29.1% |
| Participation rate | 86.1% | 68.5%+17.6pp | 75.1%+11.1pp | 69.8%+16.3pp |
| Annual return | -14.06% | -13.81%-0.3pp | 27.45%-41.5pp | 1.58%-15.6pp |
| Employer contribution / active EE | $3,978 | $3,005+32.4% | $3,635+9.5% | $2,544+56.4% |
| Participant deferral / active EE | $5,934 | $3,693+60.7% | $4,728+25.5% | $4,237+40.1% |
| Admin fee / account holder | $351 | $625-43.9% | $6,410-94.5% | $593-40.9% |