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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,631 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,373 |
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 | $32,329 | $24,733+30.7% | $69,647-53.6% | $74,495-56.6% |
| Participation rate | 75.5% | 63.5%+12.0pp | 66.5%+9.0pp | 67.2%+8.3pp |
| Annual return | 10.35% | 18.55%-8.2pp | 100.48%-90.1pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $1,637 | $1,001+63.6% | $1,712-4.4% | $2,623-37.6% |
| Participant deferral / active EE | $2,852 | $1,901+50.0% | $2,886-1.2% | $4,346-34.4% |
| Admin fee / account holder | $231 | $1,892-87.8% | $4,713-95.1% | $1,942-88.1% |