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 LLC4 years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $73,949 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $39,516 |
ERNST & YOUNG LLP6 years Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $38,750 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 | Legal | $20,325 |
ZELENKOFSKE AXELROD LLC8+ years Service code 10 · EIN 23-3022325 | Accounting | $10,250 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,614 | $95,918-79.6% | $151,611-87.1% | $77,904-74.8% |
| Participation rate | 99.5% | 88.7%+10.7pp | 87.5%+12.0pp | 73.7%+25.8pp |
| Annual return | -46.07% | -5.50%-40.6pp | 3.33%-49.4pp | 12.21%-58.3pp |
| Employer contribution / active EE | $2,229 | $4,330-48.5% | $6,166-63.8% | $2,848-21.7% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $51 | $93-45.3% | $11,616-99.6% | $133-61.5% |