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 7-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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,689 |
CARON & BLETZER, PLLC1 year Filed as: CARON AND BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $8,700 |
Filed as: RAYMOND JAMES FINANCIAL Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,505 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,348 | $87,733-44.9% | $106,548-54.6% | $85,850-43.7% |
| Participation rate | 88.5% | 71.9%+16.6pp | 76.1%+12.4pp | 69.3%+19.2pp |
| Annual return | 17.35% | 21.86%-4.5pp | 26.80%-9.4pp | 318.53%-301.2pp |
| Employer contribution / active EE | $3,216 | $2,073+55.2% | $2,819+14.1% | $2,565+25.4% |
| Participant deferral / active EE | $2,310 | $3,469-33.4% | $4,398-47.5% | $3,952-41.5% |
| Admin fee / account holder | $316 | $6,767-95.3% | $7,407-95.7% | $6,260-95.0% |