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 Service code 15 · EIN 23-1945930 | Recordkeeping | $38,908 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $27,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,276 | $89,282-67.2% | $94,646-69.1% | $74,419-60.7% |
| Participation rate | 50.5% | 82.4%-31.9pp | 80.8%-30.3pp | 70.7%-20.2pp |
| Annual return | 29.25% | 25.96%+3.3pp | 156.71%-127.5pp | 34.38%-5.1pp |
| Employer contribution / active EE | $2,033 | $3,022-32.7% | $3,672-44.6% | $2,637-22.9% |
| Participant deferral / active EE | $4,856 | $8,425-42.4% | $7,418-34.5% | $4,528+7.2% |
| Admin fee / account holder | $136 | $219-37.7% | $7,231-98.1% | $348-60.8% |