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: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $18,649 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 200 DRYDEN RD., SUITE 1000 · DRESHER, PA 19025 | Contract Administrator | $9,375 |
Filed as: NORTHWESTERN MUTUAL Service code 26 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $1,700 |
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 | $27,976 | $65,435-57.2% | $86,677-67.7% | $66,914-58.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -8.95% | -10.89%+1.9pp | 35.91%-44.9pp | 1.58%-10.5pp |
| Employer contribution / active EE | $1,351 | $2,153-37.2% | $2,836-52.4% | $2,544-46.9% |
| Participant deferral / active EE | $3,055 | $4,100-25.5% | $4,656-34.4% | $4,237-27.9% |
| Admin fee / account holder | $142 | $642-77.8% | $7,493-98.1% | $593-76.0% |