See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,725 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $3,380 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,756 | $50,982-94.6% | $154,803-98.2% | $85,563-96.8% |
| Participation rate | 60.3% | 59.8%+0.5pp | 78.1%-17.8pp | 66.0%-5.7pp |
| Annual return | 27.11% | 30.35%-3.2pp | 58.88%-31.8pp | 31.51%-4.4pp |
| Employer contribution / active EE | $486 | $1,708-71.5% | $4,305-88.7% | $2,654-81.7% |
| Participant deferral / active EE | $647 | $2,474-73.8% | $5,540-88.3% | $4,375-85.2% |
| Admin fee / account holder | $31 | $846-96.4% | $14,329-99.8% | $834-96.3% |