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 |
|---|---|---|
WILMINGTON TRUST3 years Service code 99 · EIN 16-1486454 | Other Fees | $58,900 |
ASSOCIATED PENSION CONSULTANTS11+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $10,420 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 87-3868487 30 N LA SALLE STREET · CHICAGO, IL 60602 | Other Services | $3,764 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,585 | $100,923+326.6% | $150,045+187.0% | $74,304+479.5% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.3%+16.2pp | 60.3%+38.2pp |
| Annual return | 15.41% | 51.77%-36.4pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $6,965 | $3,463+101.1% | $4,693+48.4% | $2,241+210.8% |
| Participant deferral / active EE | $14,286 | $6,709+112.9% | $7,997+78.6% | $3,767+279.2% |
| Admin fee / account holder | $30 | $2,767-98.9% | $13,435-99.8% | $2,969-99.0% |