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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $18,447 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 82-3719843 | Claims processing; Participant loan p... | $9,534 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 12 4340 REDWOOD, HIGHWAY, STE B-30, SA · RAFAEL, CA 94903 | Claims processing; Participant loan p... | $5,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS Service code 12 200 DRYDEN RD · DRESHER, PA 19025 | Participant loan processing; Claims p... | $2,228 |
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.
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 | $30,616 | $185,342-83.5% | $111,297-72.5% | $86,799-64.7% |
| Participation rate | 48.0% | 81.0%-33.0pp | 77.3%-29.3pp | 72.3%-24.3pp |
| Annual return | 14.24% | 500.80%-486.6pp | 54.65%-40.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $968 | $2,246-56.9% | $2,731-64.5% | $2,405-59.7% |
| Participant deferral / active EE | $1,599 | $4,458-64.1% | $4,487-64.4% | $4,131-61.3% |
| Admin fee / account holder | $163 | $255-36.3% | $7,964-98.0% | $170-4.0% |