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.8+ years Filed as: THE VANGUARD GROUP Service code 26 · EIN 23-1945930 | Advisory (Participants) | $242,677 |
P KEENAN5 years Service code 14 · EIN 35-1773526 | Plan Administrator | $62,520 |
J SWIDER8+ years Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $33,219 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $25,548 |
HAGBERG & ASSOCIATES8+ years Service code 29 · EIN 01-0598991 | Legal | $12,208 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $311,435 | $106,236+193.2% | $112,228+177.5% | $64,808+380.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.87% | -6.02%-8.9pp | 27.45%-42.3pp | 32.82%-47.7pp |
| Employer contribution / active EE | $12,619 | $3,166+298.6% | $3,635+247.2% | $2,506+403.6% |
| Participant deferral / active EE | $100 | $3,785-97.4% | $4,728-97.9% | $4,310-97.7% |
| Admin fee / account holder | $478 | $452+5.8% | $6,410-92.5% | $188+154.5% |