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 Service code 15 · EIN 11-3665754 | Recordkeeping | $650 |
BB&T6+ years Filed as: BB&T INSTITUTIONAL SERVICES Service code 21 · EIN 56-0939887 | Bank Trustee | $5 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,967 | $54,573-59.7% | $90,951-75.8% | $73,488-70.1% |
| Participation rate | 75.3% | 61.2%+14.2pp | 69.0%+6.3pp | 70.7%+4.7pp |
| Annual return | -2.38% | 16.69%-19.1pp | 134.60%-137.0pp | 28.51%-30.9pp |
| Employer contribution / active EE | $1,631 | $991+64.5% | $2,122-23.2% | $2,270-28.2% |
| Participant deferral / active EE | $1,312 | $2,517-47.9% | $3,373-61.1% | $3,740-64.9% |
| Admin fee / account holder | $3 | $521-99.4% | $5,959-99.9% | $513-99.4% |