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.9+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $259,236 |
P KEENAN6 years Service code 14 · EIN 35-1773526 | Plan Administrator | $65,999 |
J SWIDER9+ years Service code 30 · EIN 35-1773526 | Employee (plan); Direct payment from ... | $34,392 |
HAGBERG & ASSOCIATES9+ years Service code 29 · EIN 01-0598991 | Legal | $33,427 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $33,266 |
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
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 | $359,212 | $92,971+286.4% | $96,683+271.5% | $74,419+382.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 17.62% | 37.49%-19.9pp | 35.69%-18.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $13,509 | $3,426+294.3% | $3,737+261.5% | $2,637+412.2% |
| Participant deferral / active EE | $35 | $3,970-99.1% | $4,878-99.3% | $4,528-99.2% |
| Admin fee / account holder | $544 | $633-14.1% | $6,730-91.9% | $348+56.3% |