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.10+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $126,740 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $120,870 |
P KEENAN7 years Service code 14 · EIN 35-1773526 | Plan Administrator | $69,429 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $32,742 |
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
M SCZURKO1 year Service code 30 · EIN 35-1773526 | Direct payment from the plan; Employe... | $29,028 |
HAGBERG & ASSOCIATES10+ years Service code 29 · EIN 01-0598991 | Legal | $25,188 |
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 | $394,104 | $82,917+375.3% | $103,333+281.4% | $77,643+407.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.11% | 19.13%-6.0pp | 24.88%-11.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $15,027 | $3,552+323.1% | $3,868+288.5% | $2,726+451.3% |
| Participant deferral / active EE | $10 | $4,108-99.7% | $5,057-99.8% | $4,647-99.8% |
| Admin fee / account holder | $532 | $638-16.6% | $8,355-93.6% | $430+23.6% |