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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,871 |
CENTRAL TRUST COMPANY1 year Service code 27 720 E. BROADWAY · COLUMBIA, MO 65205 | Advisory (Plan) | $14,496 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,205 | $60,323-74.8% | $81,812-81.4% | $74,495-79.6% |
| Participation rate | 78.6% | 62.9%+15.8pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 14.08% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,248 | $2,620-52.4% | $2,912-57.2% | $2,623-52.4% |
| Participant deferral / active EE | $1,344 | $3,387-60.3% | $4,319-68.9% | $4,346-69.1% |
| Admin fee / account holder | $152 | $1,486-89.8% | $7,386-97.9% | $1,942-92.2% |