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 HOLDINGS, INC DBA FUTUREPL Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,990 |
Service code 99 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Other Fees | $63 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,094 | $76,670+38.4% | $96,683+9.7% | $71,457+48.5% |
| Participation rate | 88.2% | 66.6%+21.7pp | 74.3%+13.9pp | 67.9%+20.3pp |
| Annual return | 14.50% | 48.29%-33.8pp | 35.69%-21.2pp | 28.85%-14.3pp |
| Employer contribution / active EE | $9,987 | $3,031+229.4% | $3,737+167.3% | $2,588+286.0% |
| Participant deferral / active EE | $1,100 | $3,771-70.8% | $4,878-77.4% | $4,289-74.3% |
| Admin fee / account holder | $315 | $2,028-84.5% | $6,730-95.3% | $1,587-80.2% |