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 LLC6 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $22,283 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,088 |
Filed as: TURNER, WARREN, HWANG, & CONRAD AC Service code 15 · EIN 95-4083485 | Recordkeeping | $6,500 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,136 | $110,261-55.4% | $95,745-48.7% | $139,434-64.8% |
| Participation rate | 53.8% | 75.8%-21.9pp | 72.3%-18.4pp | 80.3%-26.5pp |
| Annual return | 16.44% | 27.11%-10.7pp | 28.35%-11.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,885 | $4,676-16.9% | $4,245-8.5% | $6,710-42.1% |
| Admin fee / account holder | $295 | $6,613-95.5% | $5,678-94.8% | $11,403-97.4% |