See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: DWC ERISA CONSULTANTS Service code 13 P.O. BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $8,786 |
BETTERMENT FOR BUSINESS, LLC5 years Service code 15 · EIN 47-4872674 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | -$55,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $19,911 | $81,908-75.7% | $90,749-78.1% | $64,808-69.3% |
| Participation rate | 61.2% | 80.5%-19.3pp | 75.7%-14.5pp | 71.5%-10.3pp |
| Annual return | -11.98% | -12.53%+0.6pp | -12.16%+0.2pp | 32.82%-44.8pp |
| Employer contribution / active EE | $1,085 | $3,065-64.6% | $2,921-62.8% | $2,506-56.7% |
| Participant deferral / active EE | $1,488 | $4,840-69.3% | $4,564-67.4% | $4,310-65.5% |
| Admin fee / account holder | $119 | $157-24.6% | $8,445-98.6% | $188-36.9% |