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 5-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,940 |
SA STONE WEALTH MANAGEMENT1+ years Service code 22 | Insurance Broker | $24,219 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $4,841 |
SA STONE WEALTH MANAGEMENT1+ years Filed as: SA STONE WEALTH MANAGMENT INC Service code 22 · EIN 75-2975513 | Insurance Broker | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,118 | $79,519-68.4% | $95,952-73.8% | $73,409-65.8% |
| Participation rate | 44.8% | 81.2%-36.3pp | 77.1%-32.2pp | 72.2%-27.3pp |
| Annual return | 46.17% | 19.20%+27.0pp | 91.61%-45.4pp | 59.29%-13.1pp |
| Employer contribution / active EE | $1,007 | $2,048-50.8% | $2,541-60.4% | $2,234-54.9% |
| Participant deferral / active EE | $1,144 | $4,138-72.3% | $4,167-72.5% | $3,805-69.9% |
| Admin fee / account holder | $124 | $184-32.7% | $6,795-98.2% | $158-21.4% |