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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $142,948 |
TRUSTMONT ADVISORY GROUP10+ 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 | $86,451 | $128,899-32.9% | $113,168-23.6% | $102,872-16.0% |
| Participation rate | 96.1% | 87.0%+9.1pp | 76.6%+19.5pp | 73.0%+23.1pp |
| Annual return | 18.71% | 15.88%+2.8pp | 24.27%-5.6pp | 19.06%-0.3pp |
| Employer contribution / active EE | $2,579 | $3,713-30.5% | $2,975-13.3% | $3,526-26.9% |
| Participant deferral / active EE | $6,825 | $6,787+0.6% | $5,107+33.7% | $5,535+23.3% |
| Admin fee / account holder | $90 | $129-30.1% | $12,068-99.3% | $292-69.0% |