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 COMPANY1+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $21,266 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,334 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,630 | $37,044-49.7% | $71,796-74.1% | $57,658-67.7% |
| Participation rate | 75.4% | 61.1%+14.3pp | 69.1%+6.3pp | 70.2%+5.2pp |
| Annual return | 10.76% | 12.64%-1.9pp | 78.04%-67.3pp | 5.13%+5.6pp |
| Employer contribution / active EE | $869 | $720+20.7% | $1,924-54.8% | $1,974-56.0% |
| Participant deferral / active EE | $1,255 | $1,974-36.4% | $2,794-55.1% | $3,061-59.0% |
| Admin fee / account holder | $87 | $101-14.2% | $4,815-98.2% | $95-8.4% |