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 LLC2 years Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Recordkeeping and information managem... | $45,415 |
ERISA SERVICES, INC.3 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $29,410 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,816 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,863 | $56,485-89.6% | $185,823-96.8% | $86,799-93.2% |
| Participation rate | 78.8% | 65.5%+13.3pp | 81.7%-2.9pp | 72.3%+6.5pp |
| Annual return | 20.87% | 118.04%-97.2pp | 122.05%-101.2pp | 97.91%-77.0pp |
| Employer contribution / active EE | $491 | $1,843-73.4% | $5,167-90.5% | $2,405-79.6% |
| Participant deferral / active EE | $468 | $2,553-81.7% | $5,568-91.6% | $4,131-88.7% |
| Admin fee / account holder | $140 | $150-6.2% | $16,237-99.1% | $170-17.3% |