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.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $19,015 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN (ASCENSUS Service code 12 200 DRYDEN RD · DRESHER, PA 19025 | Claims processing; Participant loan p... | $6,986 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 82-3719843 | Participant loan processing; Claims p... | $6,675 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,133 | $72,254-66.6% | $86,677-72.2% | $64,808-62.8% |
| Participation rate | 46.9% | 80.4%-33.5pp | 76.6%-29.7pp | 71.5%-24.5pp |
| Annual return | -15.80% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $994 | $2,393-58.5% | $2,836-65.0% | $2,506-60.3% |
| Participant deferral / active EE | $1,578 | $4,658-66.1% | $4,656-66.1% | $4,310-63.4% |
| Admin fee / account holder | $133 | $174-23.6% | $7,493-98.2% | $188-29.3% |