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 |
|---|---|---|
INVESCO3+ years Service code 50 C/O DST SYSTEMS, INC · KANSAS CITY, MO 641051407 | Direct Payment | $7,512 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,681 | $63,299+74.9% | $91,001+21.6% | $62,292+77.7% |
| Participation rate | 56.4% | 73.3%-16.9pp | 75.6%-19.2pp | 69.5%-13.1pp |
| Annual return | 17.20% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,239 | $2,943+10.1% | $3,547-8.7% | $3,169+2.2% |
| Admin fee / account holder | $120 | $468-74.3% | $5,417-97.8% | $479-74.9% |