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 Service code 15 · EIN 23-1945930 | Recordkeeping | $29,973 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $20,254 |
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 | $23,395 | $64,612-63.8% | $86,436-72.9% | $64,808-63.9% |
| Participation rate | 31.2% | 81.5%-50.3pp | 80.3%-49.1pp | 71.5%-40.3pp |
| Annual return | -16.22% | 0.66%-16.9pp | 4394.89%-4411.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $1,046 | $2,744-61.9% | $3,769-72.2% | $2,506-58.2% |
| Participant deferral / active EE | $2,313 | $7,497-69.1% | $6,952-66.7% | $4,310-46.3% |
| Admin fee / account holder | $128 | $169-24.6% | $6,731-98.1% | $188-32.1% |