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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,934 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 13 · EIN 20-1409613 | Contract Administrator | $7,605 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,281 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,823 | $54,701-19.9% | $86,188-49.2% | $71,457-38.7% |
| Participation rate | 87.9% | 60.1%+27.8pp | 69.0%+19.0pp | 67.9%+20.0pp |
| Annual return | 11.32% | 20.06%-8.7pp | 1168.45%-1157.1pp | 28.85%-17.5pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,858 | $3,108+24.1% | $3,985-3.2% | $4,289-10.0% |
| Admin fee / account holder | $162 | $1,922-91.6% | $6,852-97.6% | $1,587-89.8% |