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 LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $18,121 |
COMPASS 360, LLC1 year Service code 15 118 PORTSMOUTH AVENUE · STRATHAM, NH 03885 | Recordkeeping | $1,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,199 | $80,724+211.2% | $103,333+143.1% | $74,495+237.2% |
| Participation rate | 84.2% | 65.7%+18.5pp | 74.5%+9.7pp | 67.2%+17.0pp |
| Annual return | 16.66% | 27.56%-10.9pp | 24.88%-8.2pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $4,159 | $3,157+31.7% | $3,868+7.5% | $2,623+58.6% |
| Participant deferral / active EE | $13,863 | $3,860+259.1% | $5,057+174.1% | $4,346+219.0% |
| Admin fee / account holder | $93 | $2,368-96.1% | $8,355-98.9% | $1,942-95.2% |