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 Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $16,431 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $11,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,831 | $56,485+7.7% | $185,823-67.3% | $86,799-29.9% |
| Participation rate | 47.6% | 65.5%-17.8pp | 81.7%-34.1pp | 72.3%-24.6pp |
| Annual return | 14.93% | 118.04%-103.1pp | 122.05%-107.1pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,834 | $1,843-0.5% | $5,167-64.5% | $2,405-23.7% |
| Participant deferral / active EE | $2,512 | $2,553-1.6% | $5,568-54.9% | $4,131-39.2% |
| Admin fee / account holder | $62 | $150-58.8% | $16,237-99.6% | $170-63.7% |