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 LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $6,384 |
SBHU LIFE AGENCY INC1 year Service code 99 · EIN 13-2896238 | Other Fees | $0 |
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 | $63,294 | $65,409-3.2% | $98,442-35.7% | $85,850-26.3% |
| Participation rate | 96.5% | 65.0%+31.5pp | 73.3%+23.2pp | 69.3%+27.2pp |
| Annual return | 11.18% | 21.76%-10.6pp | 1492.73%-1481.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,066 | $2,168+41.5% | $2,960+3.6% | $2,565+19.5% |
| Participant deferral / active EE | $4,240 | $3,166+33.9% | $4,276-0.9% | $3,952+7.3% |
| Admin fee / account holder | $25 | $4,593-99.5% | $5,949-99.6% | $6,260-99.6% |