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 9-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 |
|---|---|---|
EVERENCE TRUST COMPANY2 years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $3,724 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,915 | $42,548-81.4% | $74,550-89.4% | $56,287-85.9% |
| Participation rate | 42.5% | 60.5%-18.0pp | 69.1%-26.7pp | 69.9%-27.4pp |
| Annual return | -12.41% | 12.40%-24.8pp | 32.53%-44.9pp | -9.96%-2.5pp |
| Employer contribution / active EE | $641 | $855-25.1% | $1,961-67.3% | $2,111-69.6% |
| Participant deferral / active EE | $1,605 | $2,277-29.5% | $3,108-48.4% | $3,350-52.1% |
| Admin fee / account holder | $41 | $467-91.2% | $5,060-99.2% | $521-92.1% |