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 |
|---|---|---|
Service code 27 212 E MARKET ST. · LEESBURG, VA 20176 | Advisory (Plan) | $9,858 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $6,965 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 15 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $1,020 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 14201 | Recordkeeping | $591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,151 | $99,957-37.8% | $149,696-58.5% | $73,488-15.4% |
| Participation rate | 62.0% | 75.7%-13.7pp | 82.5%-20.5pp | 70.7%-8.7pp |
| Annual return | 19.93% | 53.87%-33.9pp | 276.60%-256.7pp | 28.51%-8.6pp |
| Employer contribution / active EE | $2,351 | $3,191-26.3% | $4,644-49.4% | $2,270+3.5% |
| Participant deferral / active EE | $5,659 | $6,073-6.8% | $6,842-17.3% | $3,740+51.3% |
| Admin fee / account holder | $134 | $551-75.6% | $9,309-98.6% | $513-73.8% |