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.6+ years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $219,805 |
J SWIDER6+ years Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $31,423 |
P KEENAN3 years Service code 14 · EIN 35-1773526 | Plan Administrator | $29,511 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $25,121 |
HAGBERG & ASSOCIATES6+ years Service code 29 · EIN 01-0598991 | Legal | $19,875 |
MORGAN STANLEY SMITH BARNEY5+ 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 | $338,546 | $81,719+314.3% | $101,248+234.4% | $90,288+275.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 13.50% | 337.64%-324.1pp | 46.47%-33.0pp | 53.97%-40.5pp |
| Employer contribution / active EE | $8,889 | $3,622+145.4% | $3,660+142.9% | $2,524+252.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $396 | $162+144.7% | $5,945-93.3% | $114+247.4% |