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 |
|---|---|---|
UMR6+ years Service code 13 · EIN 39-1995276 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $12,733 |
ASCENSUS LLC1 year Filed as: LEDBETTER AND PARISI LLC Service code 29 · EIN 03-0599899 105 DAVENTRY LANE · LOUISVILLE, KY 40223 | Legal | $12,562 |
STANDARD VALUATIONS3 years Filed as: STANDARD VALUATIONS INC Service code 27 · EIN 41-1327229 790 CLEVELAND AVE SOUTH · ST PAUL, MN 55116 | Advisory (Plan) | $6,000 |
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 | $14,911 | $78,275-81.0% | $109,143-86.3% | $86,799-82.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 20.07% | 19.14%+0.9pp | 25.75%-5.7pp | 97.91%-77.8pp |
| Employer contribution / active EE | $2,820 | $3,105-9.2% | $3,722-24.2% | $2,405+17.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $109 | $198-45.0% | $6,752-98.4% | $170-35.7% |