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 |
|---|---|---|
PIERCE, FENNER AND SMITH2+ years Filed as: PIERCE FINANCIAL Service code 26 6465 N. QUAIL HOLLOW · MEMPHIS, TN 38120 | Advisory (Participants) | $22,792 |
ASCENSUS LLC2+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 213 WEST MAPLEWOOD LANE, SUITE 500 · NASHVILLE, TN 37207 | Recordkeeping | $21,690 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $1,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,035 | $80,354-61.4% | $133,980-76.8% | $63,975-51.5% |
| Participation rate | 91.1% | 87.5%+3.5pp | 87.1%+4.0pp | 71.1%+19.9pp |
| Annual return | 10.62% | 13.11%-2.5pp | 29.30%-18.7pp | 48.65%-38.0pp |
| Employer contribution / active EE | $1,641 | $3,503-53.2% | $5,211-68.5% | $2,182-24.8% |
| Participant deferral / active EE | $4,390 | $5,239-16.2% | $6,282-30.1% | $3,356+30.8% |
| Admin fee / account holder | $108 | $69+56.5% | $9,324-98.8% | $70+54.0% |