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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,227 |
Filed as: THEOBALD DEMAHY & CO. P.C. Service code 10 · EIN 74-1873382 | Accounting | $11,000 |
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 | $247,492 | $77,813+218.1% | $123,544+100.3% | $64,186+285.6% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | 10.07% | 12.48%-2.4pp | 119.20%-109.1pp | 7.63%+2.4pp |
| Employer contribution / active EE | $2,496 | $3,014-17.2% | $4,628-46.1% | $2,381+4.9% |
| Participant deferral / active EE | $7,380 | $5,240+40.8% | $6,426+14.9% | $3,470+112.7% |
| Admin fee / account holder | $346 | $5,519-93.7% | $9,284-96.3% | $4,888-92.9% |