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.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $411,405 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $142,272 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $89,050 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $51,000 |
SEYFARTH SHAW LLP4 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $10,982 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $5,618 |
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 | $287,316 | $167,950+71.1% | $112,887+154.5% | $80,160+258.4% |
| Participation rate | 97.2% | 94.5%+2.7pp | 80.5%+16.7pp | 72.9%+24.3pp |
| Annual return | 15.88% | 18.78%-2.9pp | 34.10%-18.2pp | 40.38%-24.5pp |
| Employer contribution / active EE | $7,528 | $6,272+20.0% | $4,563+65.0% | $2,978+152.8% |
| Participant deferral / active EE | $12,170 | $9,857+23.5% | $6,513+86.8% | $5,017+142.6% |
| Admin fee / account holder | $341 | $104+229.0% | $7,047-95.2% | $145+135.2% |