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: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 WBROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $765 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 04-1590859 8515EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $498 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,078 | $82,664-49.1% | $125,339-66.4% | $68,494-38.6% |
| Participation rate | 88.3% | 75.0%+13.3pp | 82.4%+5.9pp | 67.9%+20.4pp |
| Annual return | -17.49% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,535 | $3,381+63.7% | $4,814+15.0% | $2,596+113.2% |
| Participant deferral / active EE | $9,380 | $6,110+53.5% | $7,446+26.0% | $4,027+132.9% |
| Admin fee / account holder | -$27 | $6,275-100.4% | $10,010-100.3% | $5,403-100.5% |