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 |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,362 |
CARON & BLETZER, PLLC3 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $18,098 |
WILMINGTON TRUST4+ years Service code 18 · EIN 16-1486454 | Consulting fees; Custodial (other tha... | $5,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,129 | $122,293-36.1% | $156,181-50.0% | $103,975-24.9% |
| Participation rate | 14.9% | 78.8%-64.0pp | 78.8%-64.0pp | 72.5%-57.7pp |
| Annual return | 10.59% | 21.63%-11.0pp | 64.87%-54.3pp | 19.41%-8.8pp |
| Employer contribution / active EE | $151 | $4,569-96.7% | $4,294-96.5% | $3,722-95.9% |
| Participant deferral / active EE | $535 | $5,548-90.4% | $6,132-91.3% | $5,343-90.0% |
| Admin fee / account holder | $178 | $125+42.1% | $14,586-98.8% | $332-46.5% |