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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 | Securities Custodian | $34,922 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
TRINITY PENSION CONSULTANTS5 years Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Contract Administrator | $0 |
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 | $25,050 | $88,890-71.8% | $102,423-75.5% | $77,643-67.7% |
| Participation rate | 92.6% | 80.9%+11.7pp | 76.5%+16.1pp | 70.6%+22.1pp |
| Annual return | 13.03% | 24.98%-12.0pp | 29.32%-16.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,278 | $2,698-15.5% | $3,023-24.6% | $2,726-16.4% |
| Participant deferral / active EE | $4,697 | $5,145-8.7% | $5,053-7.0% | $4,647+1.1% |
| Admin fee / account holder | $236 | $235+0.2% | $9,451-97.5% | $430-45.2% |