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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY3+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $16,116 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,616 | $50,637-49.4% | $86,590-70.4% | $62,292-58.9% |
| Participation rate | 58.5% | 67.9%-9.4pp | 73.5%-15.0pp | 69.5%-11.0pp |
| Annual return | 19.20% | 20.80%-1.6pp | 964.84%-945.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,416 | $2,075-31.8% | $2,839-50.1% | $2,042-30.7% |
| Participant deferral / active EE | $909 | $2,611-65.2% | $3,609-74.8% | $3,169-71.3% |
| Admin fee / account holder | $187 | $413-54.9% | $4,906-96.2% | $479-61.1% |