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 |
|---|---|---|
Service code 27 · EIN 03-0587713 | Advisory (Plan) | $83,243 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,307 |
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 | $151,618 | $45,343+234.4% | $150,298+0.9% | $67,986+123.0% |
| Participation rate | 89.9% | 51.9%+38.1pp | 77.8%+12.2pp | 57.2%+32.7pp |
| Annual return | 16.15% | 33.28%-17.1pp | 62.79%-46.6pp | 31.67%-15.5pp |
| Employer contribution / active EE | $4,424 | $1,462+202.7% | $4,154+6.5% | $2,019+119.2% |
| Participant deferral / active EE | $6,467 | $2,055+214.8% | $5,453+18.6% | $3,358+92.6% |
| Admin fee / account holder | $682 | $2,250-69.7% | $14,116-95.2% | $3,203-78.7% |