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 Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $700 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
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).
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 | $16,716 | $59,186-71.8% | $76,768-78.2% | $56,287-70.3% |
| Participation rate | 65.6% | 75.2%-9.6pp | 77.0%-11.3pp | 69.9%-4.2pp |
| Annual return | -8.92% | 6.62%-15.5pp | 2.43%-11.3pp | -9.96%+1.0pp |
| Employer contribution / active EE | $568 | $1,759-67.7% | $2,485-77.1% | $2,111-73.1% |
| Participant deferral / active EE | $1,679 | $3,255-48.4% | $3,852-56.4% | $3,350-49.9% |
| Admin fee / account holder | $247 | $489-49.5% | $6,675-96.3% | $521-52.6% |