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 Service code 15 · EIN 23-1945930 | Recordkeeping | $21,649 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $11,631 |
RUBINBROWN LLP1 year Service code 10 · EIN 43-0765316 | Accounting | $10,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,059 | $100,801-72.2% | $149,696-81.3% | $73,409-61.8% |
| Participation rate | 50.4% | 77.7%-27.3pp | 82.5%-32.0pp | 72.2%-21.7pp |
| Annual return | 17.21% | 265.34%-248.1pp | 276.60%-259.4pp | 59.29%-42.1pp |
| Employer contribution / active EE | $437 | $3,312-86.8% | $4,644-90.6% | $2,234-80.4% |
| Participant deferral / active EE | $3,253 | $6,404-49.2% | $6,842-52.5% | $3,805-14.5% |
| Admin fee / account holder | $202 | $181+11.9% | $9,309-97.8% | $158+28.1% |