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 Service code 15 · EIN 23-1945930 | Recordkeeping | $20,167 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $17,087 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,138 | $87,125-63.1% | $108,410-70.4% | $86,799-63.0% |
| Participation rate | 51.7% | 80.5%-28.8pp | 80.1%-28.4pp | 72.3%-20.5pp |
| Annual return | 17.78% | 25.21%-7.4pp | 905.27%-887.5pp | 97.91%-80.1pp |
| Employer contribution / active EE | $891 | $2,477-64.0% | $3,558-75.0% | $2,405-62.9% |
| Participant deferral / active EE | $3,502 | $6,944-49.6% | $6,563-46.6% | $4,131-15.2% |
| Admin fee / account holder | $140 | $130+7.8% | $7,295-98.1% | $170-17.2% |