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 |
|---|---|---|
PENSION PLAN SPECIALISTS, PC2+ years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 805 BROADWAY · VANCOUVER, WA 98660 | Pension Consulting | $60,492 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,930 |
Service code 10 9401 W 87TH ST STE 200 · OVERLAND PARK, KS 66212 | Accounting | $18,850 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $16,438 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,887 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,841 | $84,784-69.5% | $98,439-73.7% | $74,419-65.3% |
| Participation rate | 92.6% | 81.5%+11.0pp | 75.2%+17.4pp | 70.7%+21.8pp |
| Annual return | 15.19% | 20.59%-5.4pp | 21.16%-6.0pp | 34.38%-19.2pp |
| Employer contribution / active EE | $2,512 | $3,364-25.3% | $3,048-17.6% | $2,637-4.8% |
| Participant deferral / active EE | $3,606 | $5,218-30.9% | $4,738-23.9% | $4,528-20.4% |
| Admin fee / account holder | $295 | $204+44.1% | $8,948-96.7% | $348-15.3% |