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 |
|---|---|---|
EVERENCE TRUST COMPANY4 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $40,000 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,235 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,888 | $121,341+47.4% | $189,513-5.6% | $79,386+125.3% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.8%+10.8pp | 70.7%+27.9pp |
| Annual return | 17.09% | 21.08%-4.0pp | 555.15%-538.1pp | 116.85%-99.8pp |
| Employer contribution / active EE | $6,125 | $3,915+56.5% | $6,162-0.6% | $2,427+152.3% |
| Participant deferral / active EE | $5,821 | $6,395-9.0% | $8,221-29.2% | $4,046+43.9% |
| Admin fee / account holder | $244 | $651-62.6% | $12,045-98.0% | $626-61.1% |