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 |
|---|---|---|
EVERENCE TRUST COMPANY10+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $27,025 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,268 | $65,946-32.9% | $81,783-45.9% | $77,671-43.0% |
| Participation rate | 65.7% | 65.8%0pp | 72.4%-6.6pp | 70.6%-4.8pp |
| Annual return | 14.92% | 26.65%-11.7pp | 775.05%-760.1pp | 31.21%-16.3pp |
| Employer contribution / active EE | $3,253 | $2,371+37.2% | $2,913+11.7% | $2,726+19.3% |
| Participant deferral / active EE | $1,507 | $3,507-57.0% | $4,320-65.1% | $4,648-67.6% |
| Admin fee / account holder | $138 | $527-73.9% | $7,380-98.1% | $430-68.0% |