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 6-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 Service code 15 · EIN 11-3665754 | Recordkeeping | $30,308 |
Filed as: RAYMOND JAMES FINANCIAL. Service code 27 800 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $19,308 |
Filed as: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $17,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,820 | $44,960-64.8% | $84,966-81.4% | $74,495-78.8% |
| Participation rate | 96.5% | 49.4%+47.1pp | 67.5%+29.0pp | 67.2%+29.3pp |
| Annual return | 15.50% | 26.24%-10.7pp | 66.38%-50.9pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,668 | $1,457+14.4% | $2,727-38.8% | $2,623-36.4% |
| Participant deferral / active EE | $5,079 | $2,731+86.0% | $4,519+12.4% | $4,346+16.9% |
| Admin fee / account holder | $177 | $2,209-92.0% | $6,149-97.1% | $1,942-90.9% |