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 | $49,915+203.8% | $154,803-2.1% | $74,304+104.1% |
| Participation rate | 89.9% | 54.0%+36.0pp | 78.1%+11.8pp | 60.3%+29.6pp |
| Annual return | 16.15% | 34.06%-17.9pp | 58.88%-42.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $4,424 | $1,611+174.6% | $4,305+2.8% | $2,241+97.4% |
| Participant deferral / active EE | $6,467 | $2,255+186.8% | $5,540+16.7% | $3,767+71.7% |
| Admin fee / account holder | $682 | $2,189-68.9% | $14,329-95.2% | $2,969-77.0% |