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 4-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 |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC1+ years Filed as: ASSUREDPARTNERS GREAT PLAINS LLC Service code 27 4200 UNIVERSITY AVE # 200 · WEST DES MOINES, IA 50266 | Advisory (Plan) | $2,502 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,696 | $64,119-86.4% | $112,228-92.3% | $66,914-87.0% |
| Participation rate | 19.5% | 68.5%-49.0pp | 75.1%-55.5pp | 69.8%-50.3pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.45%-27.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $803 | $3,005-73.3% | $3,635-77.9% | $2,544-68.4% |
| Participant deferral / active EE | $1,126 | $3,693-69.5% | $4,728-76.2% | $4,237-73.4% |
| Admin fee / account holder | $5 | $625-99.2% | $6,410-99.9% | $593-99.2% |