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 LLC6+ years Service code 37 · EIN 11-3665754 | Loan Processing | $38,432 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS, INC. Service code 27 5155 PEACHTREE PKWY. · NORCROSS, GA 30092 | Advisory (Plan) | $6,176 |
Employer 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,476 | $62,688-73.7% | $178,014-90.7% | $77,671-78.8% |
| Participation rate | 79.7% | 66.9%+12.8pp | 77.1%+2.6pp | 70.6%+9.1pp |
| Annual return | 15.86% | 16.16%-0.3pp | 294.80%-278.9pp | 31.21%-15.3pp |
| Employer contribution / active EE | $384 | $1,912-79.9% | $3,950-90.3% | $2,726-85.9% |
| Participant deferral / active EE | $3,723 | $4,224-11.8% | $6,276-40.7% | $4,648-19.9% |
| Admin fee / account holder | $60 | $386-84.5% | $10,362-99.4% | $430-86.1% |