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 | $5,404 |
BB&T2 years Filed as: BB&T INSTITUTIONAL SERVICES Service code 37 · EIN 56-0939887 | Loan Processing | $1,407 |
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 | $28,249 | $60,776-53.5% | $85,682-67.0% | $79,386-64.4% |
| Participation rate | 48.7% | 62.1%-13.4pp | 69.9%-21.1pp | 70.7%-22.0pp |
| Annual return | 13.88% | 16.57%-2.7pp | 21.49%-7.6pp | 116.85%-103.0pp |
| Employer contribution / active EE | $917 | $1,663-44.9% | $2,618-65.0% | $2,427-62.2% |
| Participant deferral / active EE | $1,302 | $2,919-55.4% | $3,923-66.8% | $4,046-67.8% |
| Admin fee / account holder | $97 | $438-77.8% | $6,873-98.6% | $626-84.5% |