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 6-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 LLC4+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $104,190 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $65,996 |
BAKER TILLY US, LLP4+ years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $13,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,402 | $42,901+124.7% | $91,220+5.7% | $64,808+48.7% |
| Participation rate | 97.3% | 68.1%+29.1pp | 73.2%+24.1pp | 71.5%+25.8pp |
| Annual return | -14.95% | -13.53%-1.4pp | 114.01%-129.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,560 | $1,571+126.6% | $2,850+24.9% | $2,506+42.1% |
| Participant deferral / active EE | $5,810 | $3,501+66.0% | $4,234+37.2% | $4,310+34.8% |
| Admin fee / account holder | $293 | $131+123.7% | $5,420-94.6% | $188+56.2% |