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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $12,016 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,122 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC Service code 13 | Contract Administrator | $1,347 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $856 |
GOLDLEAF PARTNERS5 years Service code 15 · EIN 45-0514557 PO BOX 55757 · BOSTON, MA 02205 | Recordkeeping | $620 |
Service code 49 · EIN 36-3429599 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,593 | $84,487-73.3% | $125,339-82.0% | $66,914-66.2% |
| Participation rate | 74.6% | 76.4%-1.8pp | 82.4%-7.8pp | 69.8%+4.8pp |
| Annual return | -15.73% | -8.39%-7.3pp | 572.05%-587.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $720 | $3,553-79.7% | $4,814-85.0% | $2,544-71.7% |
| Participant deferral / active EE | $2,680 | $6,781-60.5% | $7,446-64.0% | $4,237-36.7% |
| Admin fee / account holder | $73 | $685-89.4% | $10,010-99.3% | $593-87.8% |