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 | $20,616 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,649 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,325 |
Filed as: ATLANTIC PENSION SERVICES Service code 14 · EIN 23-2942715 511 SCHOOLHOUSE RD · KENNETT SQUARE, PA 19348 | Plan Administrator | $1,300 |
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 | $45,082 | $69,763-35.4% | $67,502-33.2% | $74,495-39.5% |
| Participation rate | 32.7% | 71.4%-38.7pp | 72.9%-40.2pp | 67.2%-34.5pp |
| Annual return | 14.68% | -40.34%+55.0pp | 3512.12%-3497.4pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $233 | $2,704-91.4% | $2,731-91.5% | $2,623-91.1% |
| Participant deferral / active EE | $1,637 | $3,636-55.0% | $4,000-59.1% | $4,346-62.3% |
| Admin fee / account holder | $229 | $896-74.4% | $3,998-94.3% | $1,942-88.2% |