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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,490 | $77,813+65.1% | $123,544+4.0% | $64,186+100.2% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -3.90% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $5,129 | $3,014+70.2% | $4,628+10.8% | $2,381+115.4% |
| Participant deferral / active EE | $4,466 | $5,240-14.8% | $6,426-30.5% | $3,470+28.7% |
| Admin fee / account holder | $311 | $5,519-94.4% | $9,284-96.6% | $4,888-93.6% |