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.3 years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $11,849 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,397 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $1,950 |
ASCENSUS LLC2 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,989 | $53,063-37.8% | $70,164-53.0% | $71,457-53.8% |
| Participation rate | 44.2% | 62.1%-17.9pp | 78.8%-34.6pp | 67.9%-23.7pp |
| Annual return | 19.16% | 19.46%-0.3pp | 18.87%+0.3pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,277 | $3,011-57.6% | $4,287-70.2% | $2,588-50.6% |
| Participant deferral / active EE | $2,030 | $3,291-38.3% | $5,395-62.4% | $4,289-52.7% |
| Admin fee / account holder | $190 | $1,068-82.2% | $4,561-95.8% | $1,587-88.0% |