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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $12,772 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: CONSULTING ACTUARIES INCORPORATED Service code 15 · EIN 22-1915571 10 KINGSBRIDGE ROAD · FAIRFIELD, NJ 07004 | Recordkeeping | $11,874 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,124 | $46,360+27.5% | $147,614-59.9% | $52,331+13.0% |
| Participation rate | 90.2% | 64.9%+25.3pp | 84.6%+5.6pp | 68.1%+22.1pp |
| Annual return | -2.42% | 1.62%-4.0pp | 61.98%-64.4pp | 4.54%-7.0pp |
| Employer contribution / active EE | $4,363 | $2,126+105.2% | $5,564-21.6% | $1,882+131.9% |
| Participant deferral / active EE | $5,028 | $2,258+122.7% | $4,895+2.7% | $3,022+66.4% |
| Admin fee / account holder | $443 | $766-42.1% | $11,611-96.2% | $592-25.1% |