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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,452 |
CENTRAL TRUST COMPANY4 years Filed as: CENTRAL TRUST AND INVESTMENT COMPAN Service code 27 · EIN 43-0632950 | Advisory (Plan) | $17,421 |
Participant contribution per participant 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 | $17,668 | $63,745-72.3% | $98,442-82.1% | $79,386-77.7% |
| Participation rate | 70.1% | 69.9%+0.2pp | 73.3%-3.3pp | 70.7%-0.6pp |
| Annual return | 14.77% | 625.80%-611.0pp | 1492.73%-1478.0pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,048 | $2,557-59.0% | $2,960-64.6% | $2,427-56.8% |
| Participant deferral / active EE | $952 | $3,303-71.2% | $4,276-77.7% | $4,046-76.5% |
| Admin fee / account holder | $176 | $516-65.8% | $5,949-97.0% | $626-71.9% |