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 Service code 15 · EIN 11-3665754 | Recordkeeping | $9,180 |
Filed as: MESIROW Service code 27 · EIN 36-3429599 | Advisory (Plan) | $94 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,625 | $50,199-68.9% | $70,092-77.7% | $66,914-76.6% |
| Participation rate | 85.6% | 66.3%+19.2pp | 70.5%+15.1pp | 69.8%+15.8pp |
| Annual return | -19.02% | -13.85%-5.2pp | 190.73%-209.8pp | 1.58%-20.6pp |
| Employer contribution / active EE | $829 | $1,864-55.5% | $2,559-67.6% | $2,544-67.4% |
| Participant deferral / active EE | $1,785 | $3,112-42.6% | $3,849-53.6% | $4,237-57.9% |
| Admin fee / account holder | $95 | $600-84.2% | $6,267-98.5% | $593-84.0% |