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 10-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 | $31,987 |
ASCENSUS LLC3 years Filed as: FORUSALL ADVISORS Service code 27 · EIN 46-1803145 | Advisory (Plan) | $15,253 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,437 | $91,372-83.1% | $129,995-88.1% | $74,419-79.3% |
| Participation rate | 94.1% | 77.8%+16.3pp | 78.5%+15.6pp | 70.7%+23.4pp |
| Annual return | 16.23% | 23.21%-7.0pp | -137.18%+153.4pp | 34.38%-18.2pp |
| Employer contribution / active EE | $615 | $2,563-76.0% | $4,320-85.8% | $2,637-76.7% |
| Participant deferral / active EE | $2,726 | $4,721-42.3% | $5,820-53.2% | $4,528-39.8% |
| Admin fee / account holder | $139 | $283-51.0% | $10,614-98.7% | $348-60.1% |