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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $21,092 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP. Service code 10 PO BOX 776376 · CHICAGO, IL 60677 | Accounting | $17,063 |
NEWPORT GROUP, INC.10+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,704 |
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 | $257,778 | $81,460+216.4% | $103,333+149.5% | $80,856+218.8% |
| Participation rate | 93.1% | 66.8%+26.3pp | 74.5%+18.6pp | 67.6%+25.5pp |
| Annual return | 14.84% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,973 | $3,105+60.2% | $3,868+28.6% | $2,755+80.5% |
| Participant deferral / active EE | $7,219 | $3,869+86.6% | $5,057+42.7% | $4,296+68.0% |
| Admin fee / account holder | $431 | $6,566-93.4% | $8,355-94.8% | $6,918-93.8% |