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 LLC3+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 | Bank Trustee | $104,260 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 21 · EIN 59-1237041 | Bank Trustee | $47,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,995 | $65,292-21.9% | $71,671-28.8% | $77,958-34.6% |
| Participation rate | 62.7% | 67.4%-4.7pp | 68.7%-6.0pp | 71.6%-8.9pp |
| Annual return | 18.73% | 21.25%-2.5pp | 20.65%-1.9pp | 20.87%-2.1pp |
| Employer contribution / active EE | $1,131 | $2,085-45.7% | $2,460-54.0% | $2,310-51.0% |
| Participant deferral / active EE | $2,517 | $3,008-16.3% | $3,438-26.8% | $3,537-28.8% |
| Admin fee / account holder | $183 | $84+116.2% | $5,558-96.7% | $97+87.5% |