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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,534 |
THEOBOLD, DEMAHY & CO., P.C.3 years Filed as: THEOBALD DEMAHY & CO PC Service code 10 · EIN 74-1873382 | Accounting | $13,966 |
CHWW & AUGHTRY PC1 year Service code 29 · EIN 74-1541761 | Legal | $8,572 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,956 | $82,664+230.2% | $125,339+117.8% | $68,494+298.5% |
| Participation rate | 96.8% | 75.0%+21.7pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | -14.69% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,348 | $3,381-1.0% | $4,814-30.4% | $2,596+29.0% |
| Participant deferral / active EE | $11,106 | $6,110+81.7% | $7,446+49.1% | $4,027+175.8% |
| Admin fee / account holder | $424 | $6,275-93.2% | $10,010-95.8% | $5,403-92.1% |