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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,572 |
Filed as: THEOBALD DEMAHY & CO. Service code 10 · EIN 74-1873382 | Accounting | $18,231 |
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 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 | $222,803 | $85,766+159.8% | $136,294+63.5% | $70,131+217.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.70% | 31.45%-20.8pp | 5155.94%-5145.2pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,695 | $2,966-9.1% | $4,695-42.6% | $2,342+15.1% |
| Participant deferral / active EE | $8,486 | $5,051+68.0% | $6,247+35.8% | $3,332+154.7% |
| Admin fee / account holder | $324 | $5,420-94.0% | $9,243-96.5% | $4,645-93.0% |