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.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $34,516 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN (ASCENSUS Service code 12 200 DRYDEN RD · DRESHER, PA 19025 | Participant loan processing; Claims p... | $0 |
Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 12 · EIN 82-3719843 | Participant loan processing; Claims p... | $0 |
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 | $32,160 | $79,171-59.4% | $102,423-68.6% | $74,495-56.8% |
| Participation rate | 55.3% | 74.8%-19.5pp | 76.5%-21.2pp | 67.2%-11.9pp |
| Annual return | 11.27% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,012 | $2,362-57.2% | $3,023-66.5% | $2,623-61.4% |
| Participant deferral / active EE | $1,716 | $4,415-61.1% | $5,053-66.0% | $4,346-60.5% |
| Admin fee / account holder | $184 | $2,001-90.8% | $9,451-98.1% | $1,942-90.5% |