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 COMPANY11+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $30,420 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,011 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,863 | $61,058-20.0% | $71,209-31.4% | $85,563-42.9% |
| Participation rate | 76.8% | 58.6%+18.2pp | 73.8%+3.0pp | 66.0%+10.8pp |
| Annual return | 18.48% | 100.41%-81.9pp | 282.51%-264.0pp | 31.51%-13.0pp |
| Employer contribution / active EE | $3,934 | $2,199+78.9% | $2,721+44.6% | $2,654+48.2% |
| Participant deferral / active EE | $1,953 | $3,173-38.4% | $4,175-53.2% | $4,375-55.4% |
| Admin fee / account holder | $129 | $855-84.9% | $5,349-97.6% | $834-84.5% |