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 |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $35,717 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $5,840 |
Filed as: LEAFHOUSE FINANCIAL Service code 27 · EIN 26-4311657 | Advisory (Plan) | $3,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,512 | $86,332-3.3% | $125,175-33.3% | $65,185+28.1% |
| Participation rate | 65.2% | 75.3%-10.2pp | 79.8%-14.6pp | 70.2%-5.0pp |
| Annual return | 18.53% | 27.43%-8.9pp | 43.79%-25.3pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,200 | $3,537-9.5% | $4,937-35.2% | $3,514-8.9% |
| Admin fee / account holder | $229 | $609-62.4% | $9,702-97.6% | $847-73.0% |