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 Service code 15 · EIN 23-1945930 | Recordkeeping | $7,809 |
DIVERSIFIED TRUST COMPANY3 years Service code 27 · EIN 62-1554452 | Advisory (Plan) | $6,415 |
TRINITY PENSION GROUP, LLC3 years Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $3,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,367 | $46,674-45.7% | $117,472-78.4% | $68,494-63.0% |
| Participation rate | 45.7% | 56.8%-11.0pp | 70.6%-24.8pp | 67.9%-22.1pp |
| Annual return | -19.29% | -14.52%-4.8pp | 29.74%-49.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $929 | $1,505-38.3% | $4,176-77.8% | $2,596-64.2% |
| Participant deferral / active EE | $1,796 | $2,636-31.9% | $4,070-55.9% | $4,027-55.4% |
| Admin fee / account holder | $200 | $4,020-95.0% | $5,645-96.5% | $5,403-96.3% |