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 Service code 15 · EIN 11-3665754 | Recordkeeping | $18,662 |
CENTRAL TRUST COMPANY2 years Filed as: CENTRAL TRUST AND INVESTMENT COMPAN Service code 27 · EIN 43-0632950 | Advisory (Plan) | $11,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,791 | $51,620-73.3% | $90,281-84.7% | $65,185-78.8% |
| Participation rate | 65.5% | 68.6%-3.1pp | 73.3%-7.8pp | 70.2%-4.7pp |
| Annual return | 20.09% | 24.94%-4.8pp | 78.10%-58.0pp | 29.38%-9.3pp |
| Employer contribution / active EE | $968 | $2,235-56.7% | $2,854-66.1% | $2,177-55.5% |
| Participant deferral / active EE | $949 | $2,871-66.9% | $3,885-75.6% | $3,514-73.0% |
| Admin fee / account holder | $182 | $384-52.7% | $5,351-96.6% | $847-78.6% |