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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $32,296 |
PLAN MEMBER SECURITIES CORP1+ years Filed as: PLAN MEMBER SECURITIES CORP. Service code 21 6187 CARPINTERIA AVE · CARPINTERIA, CA 93016 | Bank Trustee | $17,298 |
PLAN MEMBER SERVICES1+ years Filed as: PLAN MEMBER Service code 27 · EIN 77-0309553 | Advisory (Plan) | $5,799 |
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 | $29,884 | $34,492-13.4% | $80,004-62.6% | $55,191-45.9% |
| Participation rate | 64.8% | 62.9%+1.9pp | 73.0%-8.2pp | 69.2%-4.4pp |
| Annual return | 6.71% | 3.50%+3.2pp | 7.63%-0.9pp | 10.78%-4.1pp |
| Employer contribution / active EE | $550 | $1,043-47.3% | $2,473-77.8% | $1,899-71.0% |
| Participant deferral / active EE | $2,038 | $2,104-3.1% | $3,204-36.4% | $3,046-33.1% |
| Admin fee / account holder | $146 | $69+109.8% | $5,033-97.1% | $91+60.3% |