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 |
|---|---|---|
Filed as: SENSUS INVESTMENT MGT GROUP Service code 26 · EIN 26-1523104 | Advisory (Participants) | $85,834 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,897 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,701 | $44,059+49.1% | $71,671-8.3% | $69,631-5.6% |
| Participation rate | 59.4% | 60.8%-1.3pp | 68.7%-9.3pp | 70.7%-11.3pp |
| Annual return | 15.86% | 21.97%-6.1pp | 20.65%-4.8pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,004 | $1,305-23.0% | $2,460-59.2% | $2,032-50.6% |
| Participant deferral / active EE | $2,649 | $2,370+11.8% | $3,438-22.9% | $3,224-17.8% |
| Admin fee / account holder | $331 | $108+207.7% | $5,558-94.0% | $110+200.0% |