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.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $20,936 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 200 DRYDEN RD., SUITE 1000 · DRESHER, PA 19025 | Contract Administrator | $9,250 |
Filed as: NORTHWESTERN MUTUAL Service code 26 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $1,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,951 | $84,936-67.1% | $111,297-74.9% | $79,386-64.8% |
| Participation rate | 55.5% | 75.9%-20.3pp | 77.3%-21.8pp | 70.7%-15.2pp |
| Annual return | 5.97% | 17.45%-11.5pp | 54.65%-48.7pp | 116.85%-110.9pp |
| Employer contribution / active EE | $665 | $1,979-66.4% | $2,731-75.7% | $2,427-72.6% |
| Participant deferral / active EE | $1,492 | $3,888-61.6% | $4,487-66.7% | $4,046-63.1% |
| Admin fee / account holder | $124 | $537-76.9% | $7,964-98.4% | $626-80.2% |