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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,050 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $665,626 | $80,753+724.3% | $136,294+388.4% | $62,292+968.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.73% | 35.83%-20.1pp | 5155.94%-5140.2pp | 28.90%-13.2pp |
| Employer contribution / active EE | $31,493 | $2,884+992.1% | $4,695+570.7% | $2,042+1442.1% |
| Participant deferral / active EE | $6,610 | $5,164+28.0% | $6,247+5.8% | $3,169+108.6% |
| Admin fee / account holder | $509 | $525-3.1% | $9,243-94.5% | $479+6.2% |