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 Service code 15 · EIN 11-3665754 | Recordkeeping | $21,559 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 33 · EIN 13-5674085 | Securities brokerage commissions and ... | $2,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,630 | $39,819+7.1% | $67,834-37.2% | $57,658-26.1% |
| Participation rate | 48.5% | 61.2%-12.7pp | 68.8%-20.3pp | 70.2%-21.7pp |
| Annual return | 12.44% | 9.19%+3.2pp | 138.47%-126.0pp | 5.13%+7.3pp |
| Employer contribution / active EE | $923 | $1,277-27.7% | $2,403-61.6% | $1,974-53.2% |
| Participant deferral / active EE | $1,825 | $2,209-17.4% | $3,160-42.3% | $3,061-40.4% |
| Admin fee / account holder | $83 | $84-0.9% | $4,622-98.2% | $95-12.3% |