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 LLC2 years Filed as: ASCENSUS CONSULTING LLC Service code 15 1102 CHESTNUT HILL · FORT WAYNE, IN 46814 | Recordkeeping | $10,629 |
LAKE CITY BANK7+ years Service code 21 PO BOX 1387 · WARSAW, IN 465811387 | Bank Trustee | $6,289 |
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 | $28,069 | $87,733-68.0% | $106,548-73.7% | $85,850-67.3% |
| Participation rate | 84.0% | 71.9%+12.1pp | 76.1%+7.9pp | 69.3%+14.7pp |
| Annual return | 12.09% | 21.86%-9.8pp | 26.80%-14.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $898 | $2,073-56.7% | $2,819-68.2% | $2,565-65.0% |
| Participant deferral / active EE | $2,701 | $3,469-22.1% | $4,398-38.6% | $3,952-31.6% |
| Admin fee / account holder | $173 | $6,767-97.4% | $7,407-97.7% | $6,260-97.2% |