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 SMITH3+ years Filed as: PIERCE FINANCIAL Service code 26 6465 N. QUAIL HOLLOW · MEMPHIS, TN 38120 | Advisory (Participants) | $48,741 |
ASCENSUS LLC3+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 213 WEST MAPLEWOOD LANE, SUITE 500 · NASHVILLE, TN 37207 | Recordkeeping | $20,040 |
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 411 W. LAFAYETTE · DETROIT, MI 48226 | Bank Trustee | $1,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,278 | $89,274-62.7% | $149,718-77.8% | $77,958-57.3% |
| Participation rate | 93.2% | 87.6%+5.5pp | 87.1%+6.1pp | 71.6%+21.5pp |
| Annual return | 23.66% | 20.36%+3.3pp | 1501.63%-1478.0pp | 20.87%+2.8pp |
| Employer contribution / active EE | $1,554 | $3,727-58.3% | $5,445-71.5% | $2,310-32.8% |
| Participant deferral / active EE | $4,189 | $5,382-22.2% | $6,569-36.2% | $3,537+18.4% |
| Admin fee / account holder | $106 | $240-56.0% | $11,283-99.1% | $97+8.5% |