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 7-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 |
|---|---|---|
CPS INVESTMENT ADVISORS1 year Service code 26 · EIN 59-2030217 | Advisory (Participants) | $19,878 |
Service code 15 · EIN 27-1033755 | Recordkeeping | $19,862 |
ASCENSUS LLC1 year Service code 15 · EIN 82-3719843 | Recordkeeping | $6,997 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 15 · EIN 27-3169253 | Recordkeeping | $1,534 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,745 | $52,670-81.5% | $90,404-89.2% | $73,409-86.7% |
| Participation rate | 84.1% | 67.7%+16.5pp | 72.7%+11.5pp | 72.2%+12.0pp |
| Annual return | 35.61% | 20.70%+14.9pp | 1293.02%-1257.4pp | 59.29%-23.7pp |
| Employer contribution / active EE | $1,302 | $1,872-30.4% | $3,262-60.1% | $2,234-41.7% |
| Participant deferral / active EE | $2,622 | $2,807-6.6% | $3,963-33.8% | $3,805-31.1% |
| Admin fee / account holder | $162 | $117+38.7% | $5,611-97.1% | $158+2.6% |