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 9-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 46-1772511 | Advisory (Plan) | $40,646 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,298 |
THE VANGUARD GROUP, INC.1 year Filed as: ASCENSUS VANGUARD Service code 14 | Plan Administrator | $2,205 |
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 | $68,501 | $101,499-32.5% | $147,005-53.4% | $74,546-8.1% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.2%-12.9pp | 67.2%+2.0pp |
| Annual return | 14.41% | 8732.34%-8717.9pp | 418.76%-404.4pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $2,600 | $3,811-31.8% | $4,934-47.3% | $2,624-0.9% |
| Participant deferral / active EE | $6,131 | $7,304-16.1% | $8,070-24.0% | $4,347+41.0% |
| Admin fee / account holder | $361 | $1,748-79.4% | $13,006-97.2% | $1,944-81.4% |