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 | $26,925 |
UHY LLP2 years Filed as: UHY, LLP Service code 10 15 SUNNEN DRIVE · ST. LOIUS, MO 63143 | Accounting | $13,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $87,300 | $92,055-5.2% | $106,213-17.8% | $77,643+12.4% |
| Participation rate | 56.0% | 81.0%-25.1pp | 75.3%-19.3pp | 70.6%-14.6pp |
| Annual return | 11.02% | 17.91%-6.9pp | 116.14%-105.1pp | 31.24%-20.2pp |
| Employer contribution / active EE | $2,088 | $3,367-38.0% | $3,171-34.2% | $2,726-23.4% |
| Participant deferral / active EE | $4,264 | $5,386-20.8% | $5,016-15.0% | $4,647-8.3% |
| Admin fee / account holder | $188 | $219-14.3% | $11,033-98.3% | $430-56.4% |