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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,577 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $20,000 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 16 · EIN 31-1582098 | Consulting | $18,807 |
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 | $248,602 | $150,818+64.8% | $100,391+147.6% | - |
| Participation rate | 88.9% | 67.3%+21.6pp | 81.5%+7.4pp | - |
| Annual return | 12.58% | 14.05%-1.5pp | 49.20%-36.6pp | - |
| Employer contribution / active EE | $7,501 | $2,537+195.7% | $3,942+90.3% | - |
| Participant deferral / active EE | $13,060 | $4,233+208.6% | $8,082+61.6% | - |
| Admin fee / account holder | $348 | $25,214-98.6% | $7,899-95.6% | - |