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 |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 13 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Contract Administrator | $14,222 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,985 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,450 |
Filed as: ATLANTIC PENSION SERVICES Service code 14 · EIN 23-2942715 511 SCHOOLHOUSE RD · KENNETT SQUARE, PA 19348 | Plan Administrator | $900 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,304 | $60,989-48.7% | $60,874-48.6% | $66,914-53.2% |
| Participation rate | 34.7% | 74.5%-39.8pp | 73.1%-38.4pp | 69.8%-35.1pp |
| Annual return | -15.80% | -9.60%-6.2pp | 16.90%-32.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $198 | $2,661-92.5% | $2,701-92.7% | $2,544-92.2% |
| Participant deferral / active EE | $1,477 | $3,615-59.1% | $3,817-61.3% | $4,237-65.1% |
| Admin fee / account holder | $179 | $338-47.0% | $3,224-94.4% | $593-69.8% |