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 | $130 |
BB&T3 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 15 · EIN 56-0939887 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,734 | $79,694-23.8% | $96,139-36.8% | $79,386-23.5% |
| Participation rate | 20.7% | 54.0%-33.3pp | 68.4%-47.7pp | 70.7%-50.0pp |
| Annual return | 14.79% | 40.84%-26.1pp | 191.94%-177.2pp | 116.85%-102.1pp |
| Employer contribution / active EE | $562 | $1,443-61.1% | $2,797-79.9% | $2,427-76.9% |
| Participant deferral / active EE | $978 | $2,539-61.5% | $4,349-77.5% | $4,046-75.8% |
| Admin fee / account holder | $5 | $630-99.3% | $5,537-99.9% | $626-99.3% |