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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $67,696 |
Filed as: RETIREMENT RESOURCES INVESTMENT GRO Service code 27 · EIN 04-3464764 | Advisory (Plan) | $57,960 |
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 | $31,871 | $86,791-63.3% | $115,037-72.3% | $59,188-46.2% |
| Participation rate | 39.4% | 72.8%-33.5pp | 81.4%-42.0pp | 69.4%-30.1pp |
| Annual return | 6.02% | 4.44%+1.6pp | 26.14%-20.1pp | 5.51%+0.5pp |
| Employer contribution / active EE | $591 | $2,950-80.0% | $4,608-87.2% | $2,098-71.8% |
| Participant deferral / active EE | $3,337 | $5,298-37.0% | $6,026-44.6% | $3,265+2.2% |
| Admin fee / account holder | $149 | $95+56.8% | $8,175-98.2% | $92+61.4% |