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 ADVISORS3 years Service code 26 · EIN 59-2030217 | Advisory (Participants) | $50,898 |
ASCENSUS LLC3 years Service code 15 · EIN 82-3719843 | Recordkeeping | $7,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,785 | $47,722-71.1% | $82,719-83.3% | $64,808-78.7% |
| Participation rate | 78.4% | 67.6%+10.8pp | 72.6%+5.8pp | 71.5%+6.9pp |
| Annual return | -13.23% | -13.05%-0.2pp | 701.18%-714.4pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,224 | $2,179-43.8% | $3,009-59.3% | $2,506-51.2% |
| Participant deferral / active EE | $2,587 | $3,329-22.3% | $4,395-41.1% | $4,310-40.0% |
| Admin fee / account holder | $256 | $143+79.0% | $5,329-95.2% | $188+36.2% |