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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,793 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $3,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,091 | $39,458-3.5% | $60,547-37.1% | $55,191-31.0% |
| Participation rate | 51.6% | 59.6%-8.0pp | 68.0%-16.4pp | 69.2%-17.6pp |
| Annual return | -2.54% | 3.35%-5.9pp | 335.64%-338.2pp | 10.78%-13.3pp |
| Employer contribution / active EE | $1,072 | $1,210-11.4% | $2,419-55.7% | $1,899-43.5% |
| Participant deferral / active EE | $1,871 | $2,140-12.6% | $3,328-43.8% | $3,046-38.6% |
| Admin fee / account holder | $71 | $95-25.4% | $4,536-98.4% | $91-21.9% |