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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,631 |
HAZARD & SIEGEL INC1 year Filed as: HAZARD & SIEGEL ADVISORY SVSC Service code 27 · EIN 16-0954584 | Advisory (Plan) | $5,964 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,567 | $59,186-80.5% | $76,768-84.9% | $56,287-79.4% |
| Participation rate | 67.0% | 75.2%-8.2pp | 77.0%-9.9pp | 69.9%-2.8pp |
| Annual return | -8.22% | 6.62%-14.8pp | 2.43%-10.6pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,161 | $1,759-34.0% | $2,485-53.3% | $2,111-45.0% |
| Participant deferral / active EE | $1,797 | $3,255-44.8% | $3,852-53.3% | $3,350-46.3% |
| Admin fee / account holder | $64 | $489-87.0% | $6,675-99.0% | $521-87.8% |