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 | $37,526 |
SUNTRUST BANKS, INC.7+ years Filed as: BRANCH BANKING & TRUST Service code 15 · EIN 56-1368984 | Recordkeeping | $9,628 |
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 | $31,129 | $56,485-44.9% | $185,823-83.2% | $86,799-64.1% |
| Participation rate | 52.6% | 65.5%-12.9pp | 81.7%-29.1pp | 72.3%-19.7pp |
| Annual return | 14.03% | 118.04%-104.0pp | 122.05%-108.0pp | 97.91%-83.9pp |
| Employer contribution / active EE | $728 | $1,843-60.5% | $5,167-85.9% | $2,405-69.7% |
| Participant deferral / active EE | $1,005 | $2,553-60.6% | $5,568-82.0% | $4,131-75.7% |
| Admin fee / account holder | $92 | $150-38.4% | $16,237-99.4% | $170-45.7% |