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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,415 |
PASI, LLC2 years Service code 15 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Recordkeeping | $23,055 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA, INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $18,422 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,232 | $46,292-69.3% | $143,757-90.1% | $64,808-78.0% |
| Participation rate | 46.3% | 64.2%-17.9pp | 80.3%-34.0pp | 71.5%-25.2pp |
| Annual return | -13.50% | -10.05%-3.5pp | -0.04%-13.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $417 | $1,910-78.2% | $4,951-91.6% | $2,506-83.4% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $181 | $154+17.6% | $14,673-98.8% | $188-3.7% |