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 27 · EIN 61-1758632 | Advisory (Plan) | $30,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,650 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 · EIN 61-1758632 | Advisory (Plan) | $3,121 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $280,352 | $101,317+176.7% | $146,958+90.8% | $74,495+276.3% |
| Participation rate | 87.6% | 75.5%+12.1pp | 82.2%+5.4pp | 67.2%+20.4pp |
| Annual return | 16.95% | 8730.91%-8714.0pp | 418.34%-401.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $6,362 | $3,810+67.0% | $4,933+29.0% | $2,623+142.6% |
| Participant deferral / active EE | $13,422 | $7,303+83.8% | $8,070+66.3% | $4,346+208.9% |
| Admin fee / account holder | $1,172 | $1,739-32.6% | $12,998-91.0% | $1,942-39.7% |