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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $120,876 |
TRUSTMONT ADVISORY GROUP8+ years Service code 27 · EIN 25-1527294 | Advisory (Plan) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,994 | $104,697-38.9% | $96,544-33.7% | $80,160-20.2% |
| Participation rate | 96.0% | 86.4%+9.6pp | 76.0%+20.0pp | 72.9%+23.1pp |
| Annual return | 20.48% | 21.78%-1.3pp | 25.84%-5.4pp | 40.38%-19.9pp |
| Employer contribution / active EE | $2,251 | $3,536-36.4% | $2,965-24.1% | $2,978-24.4% |
| Participant deferral / active EE | $5,832 | $6,188-5.7% | $4,851+20.2% | $5,017+16.2% |
| Admin fee / account holder | $89 | $107-16.9% | $8,252-98.9% | $145-38.8% |