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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,053 |
EVERHART ADVISORS3+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $6,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,455 | $47,448-21.1% | $94,993-60.6% | $62,292-39.9% |
| Participation rate | 26.3% | 66.5%-40.2pp | 73.9%-47.6pp | 69.5%-43.2pp |
| Annual return | 16.30% | 22.64%-6.3pp | 27.12%-10.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $504 | $1,300-61.2% | $2,603-80.6% | $2,042-75.3% |
| Participant deferral / active EE | $958 | $2,375-59.7% | $3,317-71.1% | $3,169-69.8% |
| Admin fee / account holder | $289 | $434-33.6% | $4,960-94.2% | $479-39.8% |