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 |
|---|---|---|
INVESCO4+ years Service code 27 C/O DST SYSTEMS, INC. · KANSAS CITY, MO 641051407 | Advisory (Plan) | $7,814 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $300 |
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 | $108,244 | $58,083+86.4% | $80,019+35.3% | $56,287+92.3% |
| Participation rate | 54.5% | 73.6%-19.1pp | 75.8%-21.4pp | 69.9%-15.4pp |
| Annual return | -4.42% | 34.61%-39.0pp | 11.22%-15.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $1,932-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,412 | $3,135+8.8% | $3,686-7.4% | $3,350+1.9% |
| Admin fee / account holder | $127 | $623-79.6% | $6,521-98.1% | $521-75.7% |