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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,813 |
REGIONS BANK1 year Service code 15 · EIN 63-0371391 | Recordkeeping | $1,063 |
Participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,566 | $56,629-67.2% | $77,999-76.2% | $55,167-66.3% |
| Participation rate | 95.8% | 73.3%+22.5pp | 75.5%+20.2pp | 69.0%+26.8pp |
| Annual return | 6.56% | 2866.98%-2860.4pp | 425.96%-419.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $788 | $2,777-71.6% | $3,497-77.5% | $3,054-74.2% |
| Admin fee / account holder | $77 | $467-83.6% | $5,480-98.6% | $504-84.8% |