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 LLC2 years Filed as: QUALIFIED PLANS, LLC AN ASCENSUS CO Service code 13 2702 WHATLEY AVE STE A1 · SAVANNAH, GA 31404 | Contract Administrator | $7,409 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $830 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,173 | $63,114-64.9% | $92,893-76.1% | $65,185-66.0% |
| Participation rate | 70.7% | 68.8%+1.9pp | 76.0%-5.3pp | 70.2%+0.5pp |
| Annual return | 17.23% | 28.75%-11.5pp | 109.41%-92.2pp | 29.38%-12.2pp |
| Employer contribution / active EE | $1,233 | $2,571-52.0% | $3,653-66.2% | $2,177-43.4% |
| Participant deferral / active EE | $1,785 | $3,108-42.6% | $4,236-57.9% | $3,514-49.2% |
| Admin fee / account holder | $88 | $624-85.9% | $5,794-98.5% | $847-89.7% |