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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,850 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 13 1801 CALIFORNIA ST · DENVER, CO 80202 | Contract Administrator | $9,259 |
Employer contribution per participant 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 | $35,505 | $64,286-44.8% | $90,951-61.0% | $73,409-51.6% |
| Participation rate | 84.6% | 63.6%+21.0pp | 69.0%+15.6pp | 72.2%+12.4pp |
| Annual return | 13.62% | 21.45%-7.8pp | 134.60%-121.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1 | $895-99.9% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,091 | $2,453-14.8% | $3,373-38.0% | $3,805-45.1% |
| Admin fee / account holder | $134 | $287-53.3% | $5,959-97.8% | $158-15.1% |