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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,598 |
Filed as: ALERA INVESTMENT ADVISORS Service code 27 THREE PARKWAY NORTH, STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $12,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,760 | $61,272-67.7% | $149,673-86.8% | $71,457-72.3% |
| Participation rate | 38.9% | 62.5%-23.6pp | 78.8%-39.8pp | 67.9%-29.0pp |
| Annual return | 12.30% | 35.85%-23.5pp | 134.42%-122.1pp | 28.85%-16.5pp |
| Employer contribution / active EE | $1,001 | $2,378-57.9% | $4,818-79.2% | $2,588-61.3% |
| Participant deferral / active EE | $1,397 | $2,917-52.1% | $5,680-75.4% | $4,289-67.4% |
| Admin fee / account holder | $175 | $1,261-86.1% | $13,210-98.7% | $1,587-89.0% |