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 |
|---|---|---|
RENAISSANCERE HOLDINGS LTD2 years Filed as: RENAISSANCERE HOLDINGS LTD. Service code 16 · EIN 41-2102187 | Consulting | $159,894 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,563 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,393 |
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 | $353,912 | $131,799+168.5% | $200,582+76.4% | $85,563+313.6% |
| Participation rate | 96.9% | 87.9%+9.0pp | 86.9%+10.0pp | 66.0%+31.0pp |
| Annual return | 17.32% | 21.59%-4.3pp | 42.33%-25.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $12,548 | $4,532+176.9% | $6,419+95.5% | $2,654+372.9% |
| Participant deferral / active EE | $16,998 | $7,702+120.7% | $9,331+82.2% | $4,375+288.5% |
| Admin fee / account holder | $510 | $235+117.0% | $16,305-96.9% | $834-38.9% |