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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $146,148 |
TRUSTMONT ADVISORY GROUP9+ 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 | $72,538 | $110,299-34.2% | $102,423-29.2% | $199,593-63.7% |
| Participation rate | 95.5% | 86.3%+9.2pp | 76.5%+19.0pp | 72.0%+23.5pp |
| Annual return | 16.15% | 35.73%-19.6pp | 29.32%-13.2pp | 34.25%-18.1pp |
| Employer contribution / active EE | $2,318 | $3,603-35.7% | $3,023-23.3% | $3,034-23.6% |
| Participant deferral / active EE | $6,099 | $6,376-4.3% | $5,053+20.7% | $5,087+19.9% |
| Admin fee / account holder | $95 | $122-22.4% | $9,451-99.0% | $269-64.7% |