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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,915,069 |
Filed as: MORGAN STANLEY GLOBAL Service code 27 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $21,341 |
WEINSTEIN ZUGMAN, LLC5 years Filed as: WEINSTEIN SPIRA Service code 10 3773 RICHMOND AVE · HOUSTON, TX 77046 | Accounting | $8,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,934 | $106,382-80.3% | $177,989-88.2% | $106,382-80.3% |
| Participation rate | 95.7% | 69.9%+25.8pp | 77.1%+18.6pp | 69.9%+25.8pp |
| Annual return | 16.44% | 17.37%-0.9pp | 294.48%-278.0pp | 17.37%-0.9pp |
| Employer contribution / active EE | $1,624 | $3,364-51.7% | $3,949-58.9% | $3,364-51.7% |
| Participant deferral / active EE | $3,961 | $5,569-28.9% | $6,276-36.9% | $5,569-28.9% |
| Admin fee / account holder | $54 | $79-32.2% | $10,363-99.5% | $79-32.2% |