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.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $21,863 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 82-3719843 | Participant loan processing; Claims p... | $9,055 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN (ASCENSUS Service code 12 200 DRYDEN RD · DRESHER, PA 19025 | Participant loan processing; Claims p... | $7,852 |
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.
Employer 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 | $28,367 | $99,078-71.4% | $96,544-70.6% | $74,419-61.9% |
| Participation rate | 46.8% | 80.7%-33.9pp | 76.0%-29.2pp | 70.7%-23.9pp |
| Annual return | 15.31% | 22.48%-7.2pp | 25.84%-10.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $925 | $2,570-64.0% | $2,965-68.8% | $2,637-64.9% |
| Participant deferral / active EE | $1,595 | $4,933-67.7% | $4,851-67.1% | $4,528-64.8% |
| Admin fee / account holder | $156 | $225-30.7% | $8,252-98.1% | $348-55.2% |