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 year Service code 15 · EIN 11-3665754 | Recordkeeping | $23,684 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,237 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,042 | $58,083+44.7% | $80,019+5.0% | $56,287+49.3% |
| Participation rate | 64.4% | 73.6%-9.2pp | 75.8%-11.4pp | 69.9%-5.4pp |
| Annual return | -5.52% | 34.61%-40.1pp | 11.22%-16.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $416 | $1,932-78.5% | $2,468-83.2% | $2,111-80.3% |
| Participant deferral / active EE | $1,712 | $3,135-45.4% | $3,686-53.6% | $3,350-48.9% |
| Admin fee / account holder | $493 | $623-20.8% | $6,521-92.4% | $521-5.3% |