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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $23,739 |
GBH CPAS2 years Service code 10 6002 ROGERDALE ROAD · HOUSTON, TX 77072 | Accounting | $10,005 |
Employer contribution per participant 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 | $80,076 | $71,192+12.5% | $117,854-32.1% | $62,292+28.5% |
| Participation rate | 72.9% | 74.2%-1.3pp | 79.7%-6.8pp | 69.5%+3.4pp |
| Annual return | 16.30% | 18.66%-2.4pp | 335.08%-318.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $3 | $1,934-99.8% | $3,786-99.9% | $2,042-99.8% |
| Participant deferral / active EE | $4,181 | $3,189+31.1% | $4,482-6.7% | $3,169+31.9% |
| Admin fee / account holder | $145 | $587-75.2% | $8,020-98.2% | $479-69.7% |