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 | $17,550 |
Filed as: JOHN HANCOCK LIFE INS CO, U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $15,442 |
EVERENCE TRUST COMPANY1 year Filed as: EVERENCE TRUST CO. Service code 27 1110 N MAIN ST APARTMENT · GOSHEN, IN 46528 | Advisory (Plan) | $10,874 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,594 | $78,483-75.0% | $106,201-81.5% | $74,546-73.7% |
| Participation rate | 88.2% | 72.8%+15.4pp | 75.3%+12.9pp | 67.2%+21.0pp |
| Annual return | 21.19% | 15.94%+5.2pp | 116.26%-95.1pp | 1366.03%-1344.8pp |
| Employer contribution / active EE | $10 | $2,522-99.6% | $3,170-99.7% | $2,624-99.6% |
| Participant deferral / active EE | $3,995 | $4,320-7.5% | $5,012-20.3% | $4,347-8.1% |
| Admin fee / account holder | $139 | $2,236-93.8% | $11,039-98.7% | $1,944-92.9% |