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 LLC1 year Filed as: ASCENSUS CONSULTING LLC Service code 15 1102 CHESTNUT HILL · FORT WAYNE, IN 46814 | Recordkeeping | $12,284 |
LAKE CITY BANK6+ years Service code 21 PO BOX 1387 · WARSAW, IN 465811387 | Bank Trustee | $3,587 |
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 | $22,617 | $81,208-72.1% | $98,907-77.1% | $79,858-71.7% |
| Participation rate | 91.9% | 72.5%+19.4pp | 76.0%+15.9pp | 69.6%+22.3pp |
| Annual return | 12.97% | 60.99%-48.0pp | 196.43%-183.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,367 | $1,960-30.3% | $2,689-49.2% | $2,471-44.7% |
| Participant deferral / active EE | $2,735 | $3,265-16.2% | $4,244-35.6% | $3,740-26.9% |
| Admin fee / account holder | $127 | $6,013-97.9% | $6,642-98.1% | $5,306-97.6% |