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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,384 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $40,495 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,614 | $89,808-65.9% | $100,391-69.5% | $77,643-60.6% |
| Participation rate | 48.0% | 81.2%-33.2pp | 81.5%-33.4pp | 70.6%-22.5pp |
| Annual return | 21.78% | 20.62%+1.2pp | 49.20%-27.4pp | 31.24%-9.5pp |
| Employer contribution / active EE | $2,075 | $3,039-31.7% | $3,942-47.4% | $2,726-23.9% |
| Participant deferral / active EE | $4,512 | $8,284-45.5% | $8,082-44.2% | $4,647-2.9% |
| Admin fee / account holder | $152 | $174-13.1% | $7,899-98.1% | $430-64.8% |