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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $17,021 |
WEALTHPOINT ADVISORS LLC1 year Filed as: WEALTHPOINT ADVISORS Service code 27 · EIN 27-0854154 | Advisory (Plan) | $16,124 |
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 | $29,565 | $71,883-58.9% | $86,677-65.9% | $68,494-56.8% |
| Participation rate | 90.6% | 72.2%+18.4pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -12.56% | 3.52%-16.1pp | 35.91%-48.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $911 | $2,173-58.1% | $2,836-67.9% | $2,596-64.9% |
| Participant deferral / active EE | $1,954 | $3,779-48.3% | $4,656-58.0% | $4,027-51.5% |
| Admin fee / account holder | $364 | $6,112-94.0% | $7,493-95.1% | $5,403-93.3% |