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 | $32,771 |
Filed as: RESOURCES INVESTMENT ADVISORS. Service code 27 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,426 |
BB&T2 years Service code 37 · EIN 57-0956597 | Loan Processing | $12,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,436 | $93,182+151.6% | $146,665+59.8% | $79,386+195.3% |
| Participation rate | 47.0% | 76.4%-29.5pp | 80.1%-33.1pp | 70.7%-23.7pp |
| Annual return | 18.87% | 21.61%-2.7pp | 22.74%-3.9pp | 116.85%-98.0pp |
| Employer contribution / active EE | $2,193 | $2,420-9.4% | $4,136-47.0% | $2,427-9.7% |
| Participant deferral / active EE | $3,745 | $4,169-10.2% | $5,506-32.0% | $4,046-7.4% |
| Admin fee / account holder | $537 | $585-8.3% | $10,280-94.8% | $626-14.3% |