See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SF FISER & COMPANY1 year Filed as: S. F. FISER & COMPANY Service code 10 · EIN 71-0749699 | Accounting | $17,444 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,671 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,180 | $86,929+40.6% | $102,423+19.3% | $80,856+51.1% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.6%+26.9pp |
| Annual return | 10.45% | 18.88%-8.4pp | 29.32%-18.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,665 | $2,369+12.5% | $3,023-11.8% | $2,755-3.2% |
| Participant deferral / active EE | $3,481 | $4,118-15.5% | $5,053-31.1% | $4,296-19.0% |
| Admin fee / account holder | $324 | $8,049-96.0% | $9,451-96.6% | $6,918-95.3% |