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 Service code 15 · EIN 11-3665754 | Recordkeeping | $85,311 |
TRUSTMONT ADVISORY GROUP3+ years Service code 27 · EIN 25-1527294 | Advisory (Plan) | $50,000 |
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 | $45,251 | $78,852-42.6% | $76,768-41.1% | $75,289-39.9% |
| Participation rate | 95.1% | 85.0%+10.1pp | 77.0%+18.1pp | 72.4%+22.6pp |
| Annual return | -5.16% | -1.29%-3.9pp | 2.43%-7.6pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,074 | $2,794-25.8% | $2,485-16.5% | $2,405-13.8% |
| Participant deferral / active EE | $5,337 | $4,800+11.2% | $3,852+38.6% | $3,739+42.8% |
| Admin fee / account holder | $116 | $79+47.2% | $6,675-98.3% | $102+13.7% |