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.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $52,963 |
Filed as: SMITH, GAMBRELL AND RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $28,316 |
Service code 13 · EIN 65-0498809 | Contract Administrator | $22,791 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 13-2655998 | Advisory (Plan) | $22,500 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $18,819 |
BHA CONSULTING2 years Filed as: BHA CONSULTING LLC Service code 16 · EIN 26-1384808 | Consulting | $9,222 |
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 | $93,630 | $82,917+12.9% | $103,333-9.4% | $77,643+20.6% |
| Participation rate | 95.8% | 71.6%+24.2pp | 74.5%+21.3pp | 70.6%+25.2pp |
| Annual return | 13.84% | 19.13%-5.3pp | 24.88%-11.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $4,536 | $3,552+27.7% | $3,868+17.3% | $2,726+66.4% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $368 | $638-42.3% | $8,355-95.6% | $430-14.5% |