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 7-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 LLC5 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $47,826 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK ROAD · FREDRICKSBURG, VA 22401 | Contract Administrator | $24,341 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $13,439 |
Participant contribution per participant 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 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 | $9,046 | $92,055-90.2% | $106,213-91.5% | $77,643-88.3% |
| Participation rate | 73.1% | 81.0%-7.9pp | 75.3%-2.2pp | 70.6%+2.5pp |
| Annual return | 13.33% | 17.91%-4.6pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,303 | $3,367-61.3% | $3,171-58.9% | $2,726-52.2% |
| Participant deferral / active EE | $1,945 | $5,386-63.9% | $5,016-61.2% | $4,647-58.1% |
| Admin fee / account holder | $140 | $219-35.9% | $11,033-98.7% | $430-67.4% |