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 | $16,889 |
CENTRAL TRUST COMPANY1 year Filed as: CENTRAL TRUST AND INVESTMENT COMPAN Service code 21 720 E. BROADWAY · COLUMBIA, MO 65201 | Bank Trustee | $11,443 |
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 | $11,746 | $44,873-73.8% | $79,464-85.2% | $56,287-79.1% |
| Participation rate | 74.8% | 68.7%+6.1pp | 73.3%+1.5pp | 69.9%+5.0pp |
| Annual return | -6.84% | 0.81%-7.7pp | 718.14%-725.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $954 | $2,140-55.4% | $2,800-65.9% | $2,111-54.8% |
| Participant deferral / active EE | $926 | $2,746-66.3% | $3,704-75.0% | $3,350-72.4% |
| Admin fee / account holder | $172 | $418-59.0% | $5,113-96.6% | $521-67.0% |