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 |
|---|---|---|
ERNST & YOUNG LLP8 years Filed as: ERNEST & YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $42,700 |
ASCENSUS LLC6 years Filed as: ASCENSUS, INC. Service code 13 · EIN 11-3665754 | Contract Administrator | $8,511 |
STEVENS & LEE3 years Service code 29 · EIN 23-1886296 | Legal | $2,000 |
NEWPORT GROUP, INC.9 years Filed as: NEWPORT GROUP SECURITIES INC. Service code 17 · EIN 59-3099288 | Pension Consulting | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,308 | $122,693-82.6% | $184,203-88.4% | $199,593-89.3% |
| Participation rate | 99.9% | 86.8%+13.1pp | 86.8%+13.1pp | 72.0%+27.9pp |
| Annual return | 20.25% | 143.91%-123.7pp | 28.81%-8.6pp | 34.25%-14.0pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $17 | $121-86.3% | $13,901-99.9% | $269-93.9% |