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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $42,326 |
Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $22,547 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $12,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,648 | $99,957-59.3% | $149,696-72.8% | $73,488-44.7% |
| Participation rate | 54.3% | 75.7%-21.4pp | 82.5%-28.1pp | 70.7%-16.3pp |
| Annual return | 16.95% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,780 | $3,191-44.2% | $4,644-61.7% | $2,270-21.6% |
| Participant deferral / active EE | $3,282 | $6,073-45.9% | $6,842-52.0% | $3,740-12.2% |
| Admin fee / account holder | $300 | $551-45.6% | $9,309-96.8% | $513-41.6% |