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 LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $16,429 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES Service code 27 · EIN 27-3570392 | Advisory (Plan) | $6,250 |
COMPASS 360, LLC3 years Filed as: COMPASS 360 LLC Service code 15 118 PORTSMOUTH AVE, · STRATHAM, NH 03885 | Recordkeeping | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,829 | $64,119+207.0% | $112,228+75.4% | $66,914+194.2% |
| Participation rate | 79.5% | 68.5%+11.0pp | 75.1%+4.4pp | 69.8%+9.7pp |
| Annual return | -17.60% | -13.81%-3.8pp | 27.45%-45.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,524 | $3,005+17.3% | $3,635-3.0% | $2,544+38.5% |
| Participant deferral / active EE | $11,845 | $3,693+220.7% | $4,728+150.5% | $4,237+179.6% |
| Admin fee / account holder | $132 | $625-78.8% | $6,410-97.9% | $593-77.7% |