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 LLC2 years Filed as: WEALTH MANAGEMENT Service code 26 1601 N 12TH STREET · BISMARK, ND 58501 | Advisory (Participants) | $44,821 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES Service code 15 · EIN 13-3745616 | Recordkeeping | $30,303 |
RELIANCE TRUST COMPANY2 years Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $9,003 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,338 | $77,904-18.7% | $71,735-11.7% | $77,904-18.7% |
| Participation rate | 46.6% | 73.7%-27.1pp | 62.3%-15.7pp | 73.7%-27.1pp |
| Annual return | -7.38% | 12.21%-19.6pp | 9.14%-16.5pp | 12.21%-19.6pp |
| Employer contribution / active EE | $285 | $2,848-90.0% | $1,704-83.3% | $2,848-90.0% |
| Participant deferral / active EE | $1,573 | $4,806-67.3% | $2,658-40.8% | $4,806-67.3% |
| Admin fee / account holder | $106 | $133-19.9% | $3,974-97.3% | $133-19.9% |