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 9-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+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 37 · EIN 62-1700633 | Loan Processing | $1,550 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $458 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,426 | $85,766+166.3% | $136,294+67.6% | $70,131+225.7% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | -7.75% | 31.45%-39.2pp | 5155.94%-5163.7pp | 73.14%-80.9pp |
| Employer contribution / active EE | $7,323 | $2,966+146.9% | $4,695+56.0% | $2,342+212.6% |
| Participant deferral / active EE | $16,516 | $5,051+227.0% | $6,247+164.4% | $3,332+395.7% |
| Admin fee / account holder | $41 | $5,420-99.2% | $9,243-99.6% | $4,645-99.1% |