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 | $95,453-17.7% | $112,040-29.9% | $82,448-4.7% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.5%+22.0pp | 68.1%+30.4pp |
| Annual return | 14.41% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $4,198 | $2,318+81.1% | $2,954+42.1% | $2,551+64.6% |
| Participant deferral / active EE | $9,785 | $4,224+131.7% | $5,098+92.0% | $4,139+136.4% |
| Admin fee / account holder | $330 | $9,013-96.3% | $12,098-97.3% | $7,234-95.4% |