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 COMPANY2+ years Service code 21 · EIN 35-2140529 | Bank Trustee | $25,508 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $23,990 |
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 | $23,651 | $48,064-50.8% | $78,778-70.0% | $69,631-66.0% |
| Participation rate | 75.2% | 61.6%+13.6pp | 69.2%+6.0pp | 70.7%+4.5pp |
| Annual return | 21.39% | 21.81%-0.4pp | 35.62%-14.2pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $911 | $744+22.5% | $1,986-54.1% | $2,032-55.2% |
| Participant deferral / active EE | $1,328 | $2,079-36.1% | $2,958-55.1% | $3,224-58.8% |
| Admin fee / account holder | $114 | $152-25.1% | $5,134-97.8% | $110+3.0% |