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.5+ years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $179,435 |
LEGACY PROFESSIONALS LLP5+ years Service code 50 · EIN 32-0043599 | Direct Payment | $34,290 |
J SWIDER5+ years Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $30,918 |
P KEENAN2 years Service code 14 · EIN 35-1773526 | Plan Administrator | $29,566 |
HAGBERG & ASSOCIATES5+ years Service code 29 · EIN 01-0598991 | Legal | $15,217 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,967 | $66,051+361.7% | $92,893+228.3% | $77,787+292.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 21.81% | 20.69%+1.1pp | 109.41%-87.6pp | 32.57%-10.8pp |
| Employer contribution / active EE | $10,720 | $3,426+212.9% | $3,653+193.5% | $2,504+328.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $366 | $148+147.9% | $5,794-93.7% | $100+266.2% |