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 |
|---|---|---|
OLD PORT ADVISORS1 year Service code 27 · EIN 01-0488404 | Advisory (Plan) | $11,000 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,708 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,679 | $109,881-1.1% | $150,045-27.6% | $84,808+28.1% |
| Participation rate | 92.8% | 76.1%+16.7pp | 82.3%+10.4pp | 68.3%+24.4pp |
| Annual return | 11.43% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $4,466 | $3,561+25.4% | $4,693-4.8% | $2,631+69.8% |
| Participant deferral / active EE | $8,543 | $6,636+28.7% | $7,997+6.8% | $4,212+102.8% |
| Admin fee / account holder | $173 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |