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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,680 |
EVERHART ADVISORS1+ years Filed as: EVERHEART FINANCIAL GROUP Service code 27 5890 VENTURE DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $13,217 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,945 | $54,320-59.6% | $67,652-67.6% | $52,331-58.1% |
| Participation rate | 68.5% | 73.6%-5.1pp | 75.7%-7.2pp | 68.1%+0.4pp |
| Annual return | -2.91% | 6.81%-9.7pp | 6625.04%-6627.9pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,237 | $1,544-19.9% | $2,266-45.4% | $1,882-34.3% |
| Participant deferral / active EE | $1,522 | $2,950-48.4% | $3,560-57.2% | $3,022-49.6% |
| Admin fee / account holder | $207 | $527-60.8% | $4,821-95.7% | $592-65.1% |