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 LLC6 years Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Participant loan processing; Recordke... | $105,549 |
ERISA SERVICES, INC.7 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $65,747 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,892 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,795 | $50,982-78.8% | $154,803-93.0% | $85,563-87.4% |
| Participation rate | 83.7% | 59.8%+23.9pp | 78.1%+5.6pp | 66.0%+17.7pp |
| Annual return | 11.87% | 30.35%-18.5pp | 58.88%-47.0pp | 31.51%-19.6pp |
| Employer contribution / active EE | $689 | $1,708-59.7% | $4,305-84.0% | $2,654-74.0% |
| Participant deferral / active EE | $738 | $2,474-70.2% | $5,540-86.7% | $4,375-83.1% |
| Admin fee / account holder | $201 | $846-76.2% | $14,329-98.6% | $834-75.9% |