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 year Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $32,990 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL ADVISORS INC Service code 34 312 S 4TH ST STE 700 · LOUISVILLE, KY 40202 | Valuation (appraisals, etc.) | $15,850 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN CPAS Service code 10 PO BOX 1390 · RICHMOND, KY 40475 | Accounting | $8,200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,412 | $62,267-92.9% | $110,238-96.0% | $55,725-92.1% |
| Participation rate | 98.3% | 78.1%+20.1pp | 79.8%+18.5pp | 70.9%+27.4pp |
| Annual return | -29.68% | -1.07%-28.6pp | 314.74%-344.4pp | 244.93%-274.6pp |
| Employer contribution / active EE | $432 | $1,941-77.8% | $3,826-88.7% | $2,078-79.2% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $68 | $121-44.0% | $8,547-99.2% | $115-41.2% |