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 3-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,277 |
PENSION PLAN SPECIALISTS, PC1+ years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 805 BROADWAY · VANCOUVER, WA 98660 | Pension Consulting | $23,835 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $15,008 |
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 | $15,704 | $81,908-80.8% | $90,749-82.7% | $64,808-75.8% |
| Participation rate | 92.8% | 80.5%+12.3pp | 75.7%+17.1pp | 71.5%+21.3pp |
| Annual return | -15.86% | -12.53%-3.3pp | -12.16%-3.7pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,207 | $3,065-28.0% | $2,921-24.5% | $2,506-11.9% |
| Participant deferral / active EE | $2,979 | $4,840-38.4% | $4,564-34.7% | $4,310-30.9% |
| Admin fee / account holder | $160 | $157+1.7% | $8,445-98.1% | $188-14.9% |