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 COMPANY7 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $22,130 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,335 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,347 | $122,239+11.5% | $184,203-26.0% | $74,495+83.0% |
| Participation rate | 99.5% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.3pp |
| Annual return | 16.12% | 19.95%-3.8pp | 28.81%-12.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $5,383 | $4,537+18.6% | $6,427-16.2% | $2,623+105.2% |
| Participant deferral / active EE | $5,948 | $7,139-16.7% | $9,131-34.9% | $4,346+36.9% |
| Admin fee / account holder | $111 | $1,260-91.2% | $13,901-99.2% | $1,942-94.3% |