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 | $78,485-75.0% | $106,213-81.6% | $74,495-73.7% |
| Participation rate | 88.2% | 72.8%+15.4pp | 75.3%+12.9pp | 67.2%+21.0pp |
| Annual return | 21.19% | 15.95%+5.2pp | 116.14%-95.0pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $10 | $2,523-99.6% | $3,171-99.7% | $2,623-99.6% |
| Participant deferral / active EE | $3,995 | $4,322-7.6% | $5,016-20.3% | $4,346-8.1% |
| Admin fee / account holder | $139 | $2,232-93.8% | $11,033-98.7% | $1,942-92.9% |