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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Recordkeeping | $5,626 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS, LLC Service code 33 | Distribution (12b-1) fees; Finders' f... | $0 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 15 | Recordkeeping | $0 |
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 | $22,161 | $37,117-40.3% | $147,614-85.0% | $55,191-59.8% |
| Participation rate | 72.1% | 63.6%+8.4pp | 84.6%-12.6pp | 69.2%+2.9pp |
| Annual return | 0.10% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,219 | $1,620-24.8% | $5,564-78.1% | $1,899-35.8% |
| Participant deferral / active EE | $1,447 | $1,985-27.1% | $4,895-70.4% | $3,046-52.5% |
| Admin fee / account holder | $21 | $86-75.7% | $11,611-99.8% | $91-77.1% |