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 Service code 15 · EIN 11-3665754 | Recordkeeping | $102,380 |
TRUSTMONT ADVISORY GROUP5+ 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 | $64,199 | $176,491-63.6% | $95,952-33.1% | $90,288-28.9% |
| Participation rate | 95.0% | 86.6%+8.4pp | 77.1%+17.9pp | 73.4%+21.6pp |
| Annual return | 16.65% | 20.14%-3.5pp | 91.61%-75.0pp | 53.97%-37.3pp |
| Employer contribution / active EE | $1,958 | $2,789-29.8% | $2,541-22.9% | $2,524-22.4% |
| Participant deferral / active EE | $5,190 | $5,340-2.8% | $4,167+24.5% | $4,232+22.6% |
| Admin fee / account holder | $113 | $154-26.9% | $6,795-98.3% | $114-1.2% |