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+ years Filed as: ASCENSUS Service code 15 · EIN 45-0404698 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $21,481 |
TRISTAR PENSION LTD2+ years Filed as: TRISTAR PENSION CONSULTING Service code 17 · EIN 73-1553813 9150 NORTH MAY AVENUE · OKLAHOMA CITY, OK 73120 | Pension Consulting | $21,365 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,884 | $63,905-34.5% | $74,183-43.5% | $57,658-27.4% |
| Participation rate | 90.1% | 79.8%+10.4pp | 76.6%+13.5pp | 70.2%+19.9pp |
| Annual return | 3.99% | 60.60%-56.6pp | 17.74%-13.7pp | 5.13%-1.1pp |
| Employer contribution / active EE | $1,187 | $1,840-35.5% | $2,370-49.9% | $1,974-39.9% |
| Participant deferral / active EE | $2,606 | $3,448-24.4% | $3,550-26.6% | $3,061-14.9% |
| Admin fee / account holder | $47 | $91-48.1% | $5,586-99.2% | $95-50.0% |