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 |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,832 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 16 · EIN 36-4291971 | Consulting | $20,000 |
Service code 16 · EIN 31-1582098 | Consulting | $13,245 |
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 | $213,997 | $69,477+208.0% | $94,646+126.1% | $71,457+199.5% |
| Participation rate | 89.9% | 78.4%+11.5pp | 80.8%+9.1pp | 67.9%+22.0pp |
| Annual return | 17.49% | 29.66%-12.2pp | 156.71%-139.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $7,664 | $2,853+168.6% | $3,672+108.7% | $2,588+196.2% |
| Participant deferral / active EE | $12,686 | $7,345+72.7% | $7,418+71.0% | $4,289+195.8% |
| Admin fee / account holder | $306 | $1,210-74.7% | $7,231-95.8% | $1,587-80.7% |