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 9-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: FORUSALL ADVISORS Service code 13 · EIN 46-1803145 809 LAUREL ST., #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $13,511 |
AT RETIREMENT SERVICES, LLC5 years Service code 12 · EIN 83-3455979 855 MAIN STREET 4TH FLOOR · DUBUQUE, IA 52001 | Recordkeeping fees; Claims processing... | $11,907 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,367 | $74,927-76.8% | $101,794-82.9% | $84,808-79.5% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.2%+29.6pp | 68.3%+30.4pp |
| Annual return | 16.08% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $70 | $1,522-95.4% | $2,289-97.0% | $2,631-97.4% |
| Participant deferral / active EE | $2,907 | $3,099-6.2% | $4,084-28.8% | $4,212-31.0% |
| Admin fee / account holder | $153 | $6,514-97.6% | $8,777-98.3% | $7,344-97.9% |