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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,160 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS. Service code 27 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Plan) | $16,363 |
SANCTUARY ADVISORS, LLC1 year Filed as: SANCTUARY ADVISORS LLC Service code 27 250 W. 96TH STREET · INDIANAPOLIS, IN 46260 | Advisory (Plan) | $13,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,222 | $50,815-72.0% | $155,509-90.9% | $77,643-81.7% |
| Participation rate | 66.9% | 63.1%+3.8pp | 78.2%-11.3pp | 70.6%-3.7pp |
| Annual return | 13.40% | 34.80%-21.4pp | 64.67%-51.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,993 | $2,822-29.4% | $5,626-64.6% | $4,647-57.1% |
| Admin fee / account holder | $132 | $437-69.9% | $15,912-99.2% | $430-69.4% |