See peer percentile detail. $4.99 for your first month.
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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.10+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $222,582 |
Filed as: ZENITH Service code 13 · EIN 52-1590516 | Contract Administrator | $57,541 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC WEALTH MGMT Service code 27 · EIN 23-2384840 | Advisory (Plan) | $50,000 |
Filed as: DANIEL A. WINTERS & COMPANY Service code 10 · EIN 23-2586736 | Accounting | $14,079 |
J.A. MARIANO AGENCY9 years Filed as: J.A MARIANO AGENCY, INC Service code 22 · EIN 22-2280590 | Insurance Broker | $10,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $244,374 | $241,101+1.4% | $103,333+136.5% | $199,593+22.4% |
| Participation rate | 62.9% | 78.3%-15.4pp | 74.5%-11.6pp | 72.0%-9.1pp |
| Annual return | 14.25% | 17.80%-3.5pp | 24.88%-10.6pp | 34.25%-20.0pp |
| Employer contribution / active EE | $7,927 | $4,244+86.8% | $3,868+104.9% | $3,034+161.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $1,325 | $288+360.7% | $8,355-84.1% | $269+392.9% |