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 |
|---|---|---|
CERITY PARTNERS7 years Service code 27 99 PARK AVE · NEW YORK, NY 10016 | Advisory (Plan) | $28,375 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,733 |
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 | $78,535 | $95,803-18.0% | $113,168-30.6% | $84,808-7.4% |
| Participation rate | 98.5% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.2pp |
| Annual return | 14.41% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $4,198 | $2,360+77.9% | $2,975+41.1% | $2,631+59.6% |
| Participant deferral / active EE | $9,785 | $4,242+130.7% | $5,107+91.6% | $4,212+132.3% |
| Admin fee / account holder | $330 | $8,989-96.3% | $12,068-97.3% | $7,344-95.5% |