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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,471 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,095 |
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 | $98,698 | $66,310+48.8% | $93,606+5.4% | $65,185+51.4% |
| Participation rate | 59.7% | 74.0%-14.3pp | 75.8%-16.2pp | 70.2%-10.5pp |
| Annual return | 22.24% | 42.58%-20.3pp | 32.76%-10.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $380 | $2,012-81.1% | $2,718-86.0% | $2,177-82.5% |
| Participant deferral / active EE | $1,532 | $3,342-54.2% | $4,069-62.3% | $3,514-56.4% |
| Admin fee / account holder | $461 | $6,897-93.3% | $7,888-94.2% | $847-45.6% |