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 | $990 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Securities brokerage; Custodial (othe... | $200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $11,896 | $56,054-78.8% | $171,082-93.0% | $62,891-81.1% |
| Participation rate | 77.1% | 62.9%+14.2pp | 76.7%+0.4pp | 69.3%+7.8pp |
| Annual return | 4.01% | 22.52%-18.5pp | 32.56%-28.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $185 | $1,731-89.3% | $4,002-95.4% | $2,281-91.9% |
| Participant deferral / active EE | $1,420 | $3,158-55.0% | $4,797-70.4% | $3,203-55.7% |
| Admin fee / account holder | $2 | $3,647-99.9% | $8,520-100.0% | $4,296-100.0% |