See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD FIDUCIARY SERVICES Service code 13 · EIN 23-2186884 PO BOX 1101 · VALLEY FORGE, PA 19482 | Contract Administrator | $74,709 |
FIDUCIENT ADVISORS LLC4 years Service code 20 · EIN 36-4001764 500 W MADISON STREET, STE 3855 · CHICAGO, IL 60661 | Trustee (individual) | $23,000 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 PO BOX 200670 · DALLAS, TX 753200870 | Accounting | $8,663 |
Service code 10 · EIN 20-8243033 PO BOX 390776 · OMAHA, NE 681390776 | Accounting | $5,285 |
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 | $283,731 | $80,724+251.5% | $103,333+174.6% | $74,495+280.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.11% | 27.56%-13.5pp | 24.88%-10.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $14,327 | $3,157+353.8% | $3,868+270.4% | $2,623+446.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $620 | $2,368-73.8% | $8,355-92.6% | $1,942-68.1% |