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 |
|---|---|---|
EXPERTPLAN, INC.1+ years Filed as: EXPERTPLAN Service code 64 · EIN 52-2269494 | Recordkeeping Fees | $2,299 |
ASCENSUS LLC1+ years Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,727 | $46,360-70.4% | $147,614-90.7% | $52,331-73.8% |
| Participation rate | 63.4% | 64.9%-1.5pp | 84.6%-21.2pp | 68.1%-4.7pp |
| Annual return | -2.34% | 1.62%-4.0pp | 61.98%-64.3pp | 4.54%-6.9pp |
| Employer contribution / active EE | $975 | $2,126-54.1% | $5,564-82.5% | $1,882-48.2% |
| Participant deferral / active EE | $2,450 | $2,258+8.5% | $4,895-50.0% | $3,022-18.9% |
| Admin fee / account holder | $43 | $766-94.4% | $11,611-99.6% | $592-92.8% |