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 LLC3 years Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Recordkeeping and information managem... | $37,478 |
ERISA SERVICES, INC.4 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $17,032 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,376 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,631 | $46,292-87.8% | $143,757-96.1% | $64,808-91.3% |
| Participation rate | 84.5% | 64.2%+20.3pp | 80.3%+4.2pp | 71.5%+13.1pp |
| Annual return | -11.73% | -10.05%-1.7pp | -0.04%-11.7pp | 32.82%-44.5pp |
| Employer contribution / active EE | $600 | $1,910-68.6% | $4,951-87.9% | $2,506-76.1% |
| Participant deferral / active EE | $533 | $2,646-79.8% | $5,637-90.5% | $4,310-87.6% |
| Admin fee / account holder | $128 | $154-16.8% | $14,673-99.1% | $188-31.9% |