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 6-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 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $15,460 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 82-3719843 | Claims processing; Participant loan p... | $5,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $30,014 | $79,519-62.3% | $95,952-68.7% | $73,409-59.1% |
| Participation rate | 54.9% | 81.2%-26.3pp | 77.1%-22.2pp | 72.2%-17.3pp |
| Annual return | 13.49% | 19.20%-5.7pp | 91.61%-78.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,041 | $2,048-49.2% | $2,541-59.0% | $2,234-53.4% |
| Participant deferral / active EE | $1,690 | $4,138-59.2% | $4,167-59.4% | $3,805-55.6% |
| Admin fee / account holder | $73 | $184-60.4% | $6,795-98.9% | $158-53.8% |