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 COMPANY6 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $40,000 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,565 |
TD AMERITRADE, INC.7 years Service code 33 · EIN 82-0543156 | Direct payment from the plan; Securit... | $25 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,843 | $130,194+11.3% | $169,993-14.8% | $71,457+102.7% |
| Participation rate | 98.8% | 86.1%+12.6pp | 87.0%+11.8pp | 67.9%+30.9pp |
| Annual return | 18.33% | 20.37%-2.0pp | 53.37%-35.0pp | 28.85%-10.5pp |
| Employer contribution / active EE | $4,593 | $4,381+4.8% | $6,785-32.3% | $2,588+77.5% |
| Participant deferral / active EE | $5,615 | $6,923-18.9% | $10,408-46.1% | $4,289+30.9% |
| Admin fee / account holder | $196 | $966-79.7% | $12,815-98.5% | $1,587-87.6% |