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 Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Claims processing; Recordkeeping and ... | $38,746 |
ERISA SERVICES, INC.6 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $17,590 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,155 |
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 | $9,362 | $50,815-81.6% | $155,509-94.0% | $77,643-87.9% |
| Participation rate | 82.8% | 63.1%+19.7pp | 78.2%+4.6pp | 70.6%+12.2pp |
| Annual return | 16.22% | 34.80%-18.6pp | 64.67%-48.5pp | 31.24%-15.0pp |
| Employer contribution / active EE | $685 | $1,993-65.6% | $4,672-85.3% | $2,726-74.9% |
| Participant deferral / active EE | $661 | $2,822-76.6% | $5,626-88.2% | $4,647-85.8% |
| Admin fee / account holder | $158 | $437-63.9% | $15,912-99.0% | $430-63.4% |