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 |
|---|---|---|
ASHWORTH & EMPEY FINANCIAL, LLC1+ years Service code 27 · EIN 26-2017172 | Advisory (Plan) | $23,233 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT Service code 15 · EIN 27-4411131 | Recordkeeping | $7,527 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,942 | $31,109+63.8% | $67,711-24.8% | $52,331-2.7% |
| Participation rate | 31.0% | 54.0%-23.0pp | 67.5%-36.5pp | 68.1%-37.1pp |
| Annual return | -1.82% | 23.70%-25.5pp | 25.41%-27.2pp | 4.54%-6.4pp |
| Employer contribution / active EE | $800 | $1,076-25.6% | $2,559-68.7% | $1,882-57.5% |
| Participant deferral / active EE | $2,440 | $1,970+23.9% | $3,585-31.9% | $3,022-19.3% |
| Admin fee / account holder | $444 | $466-4.7% | $4,255-89.6% | $592-25.0% |