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 COMPANY4+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $9,875 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,813 |
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 | $37,900 | $54,762-30.8% | $90,281-58.0% | $72,985-48.1% |
| Participation rate | 86.7% | 65.1%+21.5pp | 73.3%+13.4pp | 69.5%+17.2pp |
| Annual return | 58.10% | 30.63%+27.5pp | 78.10%-20.0pp | 81.00%-22.9pp |
| Employer contribution / active EE | $2,617 | $2,092+25.1% | $2,854-8.3% | $2,440+7.3% |
| Participant deferral / active EE | $6,774 | $2,887+134.6% | $3,885+74.3% | $3,607+87.8% |
| Admin fee / account holder | $259 | $3,972-93.5% | $5,351-95.2% | $5,124-94.9% |