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 9-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 INC Service code 15 · EIN 23-1945930 | Recordkeeping | $12,659 |
TPA CORPORATION1 year Filed as: THE TPA EXPERTS Service code 49 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Other Services | $5,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,104 | $45,031-73.1% | $84,966-85.8% | $77,643-84.4% |
| Participation rate | 28.0% | 48.7%-20.7pp | 67.5%-39.5pp | 70.6%-42.6pp |
| Annual return | 14.61% | 79.22%-64.6pp | 66.38%-51.8pp | 31.24%-16.6pp |
| Employer contribution / active EE | $311 | $1,609-80.7% | $2,727-88.6% | $2,726-88.6% |
| Participant deferral / active EE | $1,028 | $2,807-63.4% | $4,519-77.3% | $4,647-77.9% |
| Admin fee / account holder | $154 | $912-83.1% | $6,149-97.5% | $430-64.2% |