See peer percentile detail. $4.99 for your first month.
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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 year Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $18,747 |
Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $6,089 |
THE BENEFIT PRACTICE1 year Service code 13 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Contract Administrator | $1,175 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $958 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $22,130 | $75,388-70.6% | $123,544-82.1% | $55,725-60.3% |
| Participation rate | 49.6% | 75.7%-26.0pp | 82.3%-32.7pp | 70.9%-21.2pp |
| Annual return | -6.87% | 4.48%-11.4pp | 119.20%-126.1pp | 244.93%-251.8pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,506 | $5,651-20.3% | $6,426-29.9% | $3,356+34.3% |
| Admin fee / account holder | $111 | $120-7.2% | $9,284-98.8% | $115-3.5% |