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 LLC8+ years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $1,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,766 | $65,435-63.7% | $86,677-72.6% | $66,914-64.5% |
| Participation rate | 75.2% | 75.5%-0.2pp | 76.6%-1.4pp | 69.8%+5.4pp |
| Annual return | -17.68% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $758 | $2,153-64.8% | $2,836-73.3% | $2,544-70.2% |
| Participant deferral / active EE | $2,296 | $4,100-44.0% | $4,656-50.7% | $4,237-45.8% |
| Admin fee / account holder | $283 | $642-55.9% | $7,493-96.2% | $593-52.3% |