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 9-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 year Filed as: ASCENSUS CONSULTING, LLC Service code 15 1102 CHESTNUT HILL · WAYNE, IN 46814 | Recordkeeping | $8,456 |
Filed as: PHILLIPS FINANCIAL MGMT Service code 27 6920 POINTE INVERNESS · WAYNE, IN 46804 | Advisory (Plan) | $4,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,956 | $35,986-66.8% | $77,482-84.6% | $73,488-83.7% |
| Participation rate | 51.5% | 40.8%+10.6pp | 54.2%-2.7pp | 70.7%-19.2pp |
| Annual return | 7.63% | 19.26%-11.6pp | 54.79%-47.2pp | 28.51%-20.9pp |
| Employer contribution / active EE | $82 | $557-85.2% | $986-91.6% | $2,270-96.4% |
| Participant deferral / active EE | $644 | $1,198-46.2% | $1,861-65.4% | $3,740-82.8% |
| Admin fee / account holder | $119 | $466-74.5% | $2,858-95.8% | $513-76.8% |