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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $123,159 |
TRUSTMONT ADVISORY GROUP7+ years Service code 27 · EIN 25-1527294 | Advisory (Plan) | $49,999 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,965 | $130,141-55.5% | $86,677-33.1% | $77,904-25.6% |
| Participation rate | 95.8% | 85.9%+9.8pp | 76.6%+19.2pp | 73.7%+22.1pp |
| Annual return | -17.63% | -12.75%-4.9pp | 35.91%-53.5pp | 12.21%-29.8pp |
| Employer contribution / active EE | $2,330 | $3,220-27.6% | $2,836-17.8% | $2,848-18.2% |
| Participant deferral / active EE | $6,150 | $5,757+6.8% | $4,656+32.1% | $4,806+28.0% |
| Admin fee / account holder | $105 | $132-20.2% | $7,493-98.6% | $133-20.7% |