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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,893 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,264 |
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.)
Annual investment return 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 | $87,816 | $72,607+20.9% | $90,749-3.2% | $66,914+31.2% |
| Participation rate | 68.0% | 73.7%-5.6pp | 75.7%-7.7pp | 69.8%-1.8pp |
| Annual return | -18.83% | -12.28%-6.5pp | -12.16%-6.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $464 | $2,369-80.4% | $2,921-84.1% | $2,544-81.8% |
| Participant deferral / active EE | $2,325 | $3,977-41.6% | $4,564-49.1% | $4,237-45.1% |
| Admin fee / account holder | $466 | $707-34.1% | $8,445-94.5% | $593-21.4% |