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: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $17,308 |
COMPASS 360, LLC4 years Filed as: COMPASS 360 LLC Service code 15 118 PORTSMOUTH AVE, · STRATHAM, NH 03885 | Recordkeeping | $1,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,851 | $76,670+195.9% | $96,683+134.6% | $71,457+217.5% |
| Participation rate | 83.9% | 66.6%+17.3pp | 74.3%+9.6pp | 67.9%+16.0pp |
| Annual return | 21.04% | 48.29%-27.2pp | 35.69%-14.7pp | 28.85%-7.8pp |
| Employer contribution / active EE | $3,806 | $3,031+25.5% | $3,737+1.8% | $2,588+47.1% |
| Participant deferral / active EE | $13,245 | $3,771+251.2% | $4,878+171.5% | $4,289+208.8% |
| Admin fee / account holder | $96 | $2,028-95.3% | $6,730-98.6% | $1,587-94.0% |