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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,889 |
CENTRAL TRUST COMPANY3 years Filed as: CENTRAL TRUST AND INVESTMENT COMPAN Service code 21 · EIN 43-0632950 | Bank Trustee | $12,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,397 | $66,124-73.7% | $90,404-80.8% | $73,488-76.3% |
| Participation rate | 65.1% | 69.7%-4.5pp | 72.7%-7.5pp | 70.7%-5.5pp |
| Annual return | 16.07% | 17.65%-1.6pp | 1293.02%-1276.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $926 | $2,346-60.5% | $3,262-71.6% | $2,270-59.2% |
| Participant deferral / active EE | $905 | $3,039-70.2% | $3,963-77.2% | $3,740-75.8% |
| Admin fee / account holder | $200 | $396-49.6% | $5,611-96.4% | $513-61.1% |