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 LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $50,729 |
MILESTONE INVESTMENTS10+ years Service code 26 10700 SIKES PLACE, SUITE 315 · CHARLOTTE, NC 28277 | Advisory (Participants) | $31,705 |
Filed as: BLUE SKY 401(K) SPECIALISTS INC. Service code 13 · EIN 81-3622920 | Contract Administrator | $360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $43,379 | $66,457-34.7% | $81,438-46.7% | $77,671-44.2% |
| Participation rate | 64.2% | 68.7%-4.6pp | 69.5%-5.3pp | 70.6%-6.4pp |
| Annual return | 10.69% | 15.93%-5.2pp | 24.74%-14.1pp | 31.21%-20.5pp |
| Employer contribution / active EE | $1,832 | $2,159-15.2% | $2,460-25.5% | $2,726-32.8% |
| Participant deferral / active EE | $2,814 | $3,679-23.5% | $3,883-27.5% | $4,648-39.5% |
| Admin fee / account holder | $268 | $583-53.9% | $5,764-95.3% | $430-37.6% |