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.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $28,100 |
GREENSPRING ADVISORS, LLC3 years Service code 27 · EIN 82-5320133 | Advisory (Plan) | $23,026 |
Filed as: CBIZ B&I Service code 27 · EIN 31-1582098 | Advisory (Plan) | $18,488 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,120 |
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 | $91,735 | $82,664+11.0% | $125,339-26.8% | $68,494+33.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.64% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $4,308 | $3,381+27.4% | $4,814-10.5% | $2,596+65.9% |
| Participant deferral / active EE | $6,204 | $6,110+1.5% | $7,446-16.7% | $4,027+54.0% |
| Admin fee / account holder | $393 | $6,275-93.7% | $10,010-96.1% | $5,403-92.7% |