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 LLC1 year Filed as: FUTUREPLAN BY ASCCENSUS Service code 13 · EIN 68-0348235 | Contract Administrator | $73,969 |
THREE BELL CAPITAL LLC4 years Service code 27 4 MAIN ST STE 230 · LOS ALTOS, CA 94022 | Advisory (Plan) | $28,966 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,476 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,553 | $47,722-25.5% | $82,719-57.0% | $64,808-45.1% |
| Participation rate | 99.9% | 67.6%+32.2pp | 72.6%+27.3pp | 71.5%+28.4pp |
| Annual return | -16.40% | -13.05%-3.3pp | 701.18%-717.6pp | 32.82%-49.2pp |
| Employer contribution / active EE | $6,697 | $2,179+207.3% | $3,009+122.6% | $2,506+167.3% |
| Participant deferral / active EE | $8,684 | $3,329+160.8% | $4,395+97.6% | $4,310+101.5% |
| Admin fee / account holder | $109 | $143-23.5% | $5,329-97.9% | $188-41.8% |