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 4-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 Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $2,595 |
ASCENSUS LLC2 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 13 · EIN 47-4324398 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Contract Administrator | $2,350 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,970 | $101,724-74.5% | $164,813-84.2% | $80,856-67.9% |
| Participation rate | 89.1% | 71.8%+17.2pp | 78.6%+10.5pp | 67.6%+21.4pp |
| Annual return | 17.79% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,885 | $2,953+31.5% | $4,341-10.5% | $2,755+41.0% |
| Participant deferral / active EE | $6,805 | $4,477+52.0% | $6,031+12.8% | $4,296+58.4% |
| Admin fee / account holder | $2 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |