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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,670 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,775 |
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 | $31,833 | $22,587+40.9% | $65,255-51.2% | $75,163-57.6% |
| Participation rate | 83.3% | 63.1%+20.2pp | 65.0%+18.4pp | 67.2%+16.1pp |
| Annual return | 11.74% | 71.03%-59.3pp | 47.35%-35.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,818 | $941+93.3% | $1,691+7.5% | $2,670-31.9% |
| Participant deferral / active EE | $3,511 | $1,695+107.1% | $2,831+24.0% | $4,125-14.9% |
| Admin fee / account holder | $225 | $1,876-88.0% | $4,112-94.5% | $5,651-96.0% |