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 COMPANY5 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $40,000 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,700 |
TD AMERITRADE, INC.6 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $50 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,566 | $102,553+31.2% | $151,611-11.2% | $66,914+101.1% |
| Participation rate | 95.1% | 85.5%+9.6pp | 87.5%+7.6pp | 69.8%+25.3pp |
| Annual return | -15.59% | -10.82%-4.8pp | 3.33%-18.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $4,833 | $4,180+15.6% | $6,166-21.6% | $2,544+89.9% |
| Participant deferral / active EE | $5,495 | $6,641-17.3% | $8,363-34.3% | $4,237+29.7% |
| Admin fee / account holder | $219 | $630-65.2% | $11,616-98.1% | $593-63.0% |