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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $33,595 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,255 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $8,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,628 | $82,664+14.5% | $125,339-24.5% | $68,494+38.2% |
| Participation rate | 90.3% | 75.0%+15.2pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -10.55% | -5.97%-4.6pp | 572.05%-582.6pp | -7.84%-2.7pp |
| Employer contribution / active EE | $11,059 | $3,381+227.1% | $4,814+129.7% | $2,596+325.9% |
| Participant deferral / active EE | $12,618 | $6,110+106.5% | $7,446+69.4% | $4,027+213.3% |
| Admin fee / account holder | $506 | $6,275-91.9% | $10,010-94.9% | $5,403-90.6% |