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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,179 |
Filed as: HUNNEX & SHOEMAKER Service code 13 · EIN 91-1072394 701 5TH AVE, STE · SEATTLE, WA 98104 | Contract Administrator | $1,750 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,414 | $72,492-37.4% | $87,100-47.9% | $72,985-37.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.84% | 24.46%+0.4pp | 28.19%-3.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $4,076 | $1,894+115.2% | $2,521+61.7% | $2,440+67.1% |
| Participant deferral / active EE | $6,577 | $3,270+101.2% | $4,049+62.5% | $3,607+82.3% |
| Admin fee / account holder | $57 | $5,055-98.9% | $7,497-99.2% | $5,124-98.9% |