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 |
|---|---|---|
WARREN STREET ADVISORS1 year Service code 27 · EIN 47-1978730 | Advisory (Plan) | $48,061 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,071 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,943 | $66,813+1.7% | $100,516-32.4% | $73,488-7.5% |
| Participation rate | 87.4% | 77.5%+9.9pp | 79.4%+8.0pp | 70.7%+16.7pp |
| Annual return | 34.62% | 25.70%+8.9pp | 30.89%+3.7pp | 28.51%+6.1pp |
| Employer contribution / active EE | $1,902 | $2,147-11.4% | $3,418-44.4% | $2,270-16.2% |
| Participant deferral / active EE | $7,712 | $5,883+31.1% | $6,270+23.0% | $3,740+106.2% |
| Admin fee / account holder | $260 | $512-49.1% | $8,081-96.8% | $513-49.2% |