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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $97,225 |
TRUSTMONT ADVISORY GROUP4+ 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 | $54,278 | $105,247-48.4% | $87,100-37.7% | $77,787-30.2% |
| Participation rate | 95.3% | 85.8%+9.5pp | 76.9%+18.4pp | 73.2%+22.1pp |
| Annual return | 24.51% | 24.52%0pp | 28.19%-3.7pp | 32.57%-8.1pp |
| Employer contribution / active EE | $2,133 | $2,895-26.3% | $2,521-15.4% | $2,504-14.8% |
| Participant deferral / active EE | $5,575 | $5,060+10.2% | $4,049+37.7% | $3,967+40.5% |
| Admin fee / account holder | $111 | $104+5.9% | $7,497-98.5% | $100+10.6% |