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+ years Filed as: ASCENSUS CONSULTING Service code 15 9045 RIVER ROAD, SUITE 175 · INDIANAPOLIS, IN 46240 | Recordkeeping | $4,165 |
1ST GLOBAL CAPITAL CORP1+ years Service code 33 | Distribution (12b-1) fees; Securities... | $0 |
1ST GLOBAL CAPITAL CORP1+ years Filed as: 1ST GLOBAL CAPITAL CORP. Service code 33 8150 N. CENTRAL EXPRESSWAY · DALLAS, TX 75206 | Securities brokerage; Distribution (1... | $0 |
K.B. PARRISH & CO. LLP1+ years Filed as: K.B. PARRISH & CO., L.L.P. Service code 10 6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 46254 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $26,603 | $42,582-37.5% | $171,082-84.5% | $57,658-53.9% |
| Participation rate | 62.2% | 63.9%-1.7pp | 76.7%-14.5pp | 70.2%-8.0pp |
| Annual return | -1.20% | 308.67%-309.9pp | 32.56%-33.8pp | 5.13%-6.3pp |
| Employer contribution / active EE | $2,821 | $1,306+116.0% | $4,002-29.5% | $1,974+42.9% |
| Participant deferral / active EE | $363 | $2,933-87.6% | $4,797-92.4% | $3,061-88.1% |
| Admin fee / account holder | $53 | $82-35.8% | $8,520-99.4% | $95-44.1% |