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 6-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 |
|---|---|---|
Service code 27 4409 YUMA STREET NW · WASHINGTON, DC 20016 | Advisory (Plan) | $113,836 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,660 |
NICHOLAS PENSION CONSULTANTS4 years Service code 49 10933 TRADE CENTER DR, STE 100 · RANCHO CORDOVA, CA 95670 | Other Services | $6,150 |
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 | $87,649 | $101,317-13.5% | $146,958-40.4% | $74,495+17.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 23.56% | 8730.91%-8707.3pp | 418.34%-394.8pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $6,146 | $3,810+61.3% | $4,933+24.6% | $2,623+134.3% |
| Participant deferral / active EE | $10,872 | $7,303+48.9% | $8,070+34.7% | $4,346+150.2% |
| Admin fee / account holder | $476 | $1,739-72.6% | $12,998-96.3% | $1,942-75.5% |