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 |
|---|---|---|
DAMIANO BURK NUTTALL PC2 years Service code 10 · EIN 45-3085083 | Accounting | $10,700 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $9,438 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN C/O ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,262 | $71,516+29.0% | $98,439-6.3% | $71,457+29.1% |
| Participation rate | 73.6% | 72.7%+0.9pp | 75.2%-1.6pp | 67.9%+5.6pp |
| Annual return | 18.14% | 32.41%-14.3pp | 21.16%-3.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $590 | $2,399-75.4% | $3,048-80.7% | $2,588-77.2% |
| Participant deferral / active EE | $5,369 | $4,109+30.7% | $4,738+13.3% | $4,289+25.2% |
| Admin fee / account holder | $100 | $1,675-94.0% | $8,948-98.9% | $1,587-93.7% |