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: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $178,593 |
Filed as: SMITH, GAMBRELL AND RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $28,414 |
Service code 13 · EIN 65-0498809 | Contract Administrator | $23,200 |
Filed as: DENNIS G. JENKINS, CPA, LLC Service code 10 · EIN 20-5886120 | Accounting | $16,705 |
BHA CONSULTING1 year Filed as: BHA CONSULTING LLC Service code 16 · EIN 26-1384808 | Consulting | $13,972 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,906 | $92,971-11.9% | $96,683-15.3% | $74,419+10.1% |
| Participation rate | 96.5% | 71.5%+24.9pp | 74.3%+22.1pp | 70.7%+25.8pp |
| Annual return | 10.99% | 37.49%-26.5pp | 35.69%-24.7pp | 34.38%-23.4pp |
| Employer contribution / active EE | $4,435 | $3,426+29.5% | $3,737+18.7% | $2,637+68.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $383 | $633-39.5% | $6,730-94.3% | $348+10.1% |