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 |
|---|---|---|
INVESCO2+ years Service code 50 C/O DST SYSTEMS, INC · KANSAS CITY, MO 641051407 | Direct Payment | $8,959 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $95,784 | $56,629+69.1% | $77,999+22.8% | $55,167+73.6% |
| Participation rate | 56.9% | 73.3%-16.4pp | 75.5%-18.7pp | 69.0%-12.1pp |
| Annual return | 3.73% | 2866.98%-2863.3pp | 425.96%-422.2pp | 169.23%-165.5pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,351 | $2,777+20.7% | $3,497-4.2% | $3,054+9.7% |
| Admin fee / account holder | $146 | $467-68.7% | $5,480-97.3% | $504-71.0% |