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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,562 |
Filed as: VERATIS ADVISORS Service code 26 · EIN 56-2274965 | Advisory (Participants) | $15,819 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $11,012 |
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 | $206,341 | $88,083+134.3% | $164,813+25.2% | $74,495+177.0% |
| Participation rate | 57.7% | 73.0%-15.4pp | 78.6%-20.9pp | 67.2%-9.5pp |
| Annual return | 15.68% | 17.26%-1.6pp | 69.93%-54.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,316 | $2,593+27.9% | $4,341-23.6% | $2,623+26.4% |
| Participant deferral / active EE | $5,847 | $4,498+30.0% | $6,031-3.1% | $4,346+34.6% |
| Admin fee / account holder | $353 | $2,234-84.2% | $12,690-97.2% | $1,942-81.8% |