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 Filed as: ASSET ADVISORS OF AMERICA LLC Service code 99 · EIN 71-0294708 | Other Fees | $18,768 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $6,525 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,511 |
Service code 99 · EIN 71-0294708 | Other Fees | $2,225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $6,060 | $89,355-93.2% | $141,162-95.7% | $72,985-91.7% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 20.09% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $16,323 | $3,114+424.1% | $4,735+244.7% | $2,440+569.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $24 | $5,958-99.6% | $10,261-99.8% | $5,124-99.5% |