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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,522 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $8,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,663 | $63,299+48.0% | $91,001+2.9% | $62,292+50.4% |
| Participation rate | 58.1% | 73.3%-15.2pp | 75.6%-17.5pp | 69.5%-11.4pp |
| Annual return | 20.66% | 20.99%-0.3pp | 4.60%+16.1pp | 28.90%-8.2pp |
| Employer contribution / active EE | $364 | $1,807-79.9% | $2,456-85.2% | $2,042-82.2% |
| Participant deferral / active EE | $1,521 | $2,943-48.3% | $3,547-57.1% | $3,169-52.0% |
| Admin fee / account holder | $263 | $468-43.8% | $5,417-95.1% | $479-45.2% |