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 |
|---|---|---|
BERKSHIRE ASSET MANAGEMENT4+ years Filed as: BERKSHIRE ADVISORS, INC. Service code 28 2240 RIDGEWOOD ROAD · WYOMISSING, PA 19610 | Investment Management | $20,311 |
ASPIRE FINANCIAL SERVICES4+ years Service code 13 · EIN 27-1033755 | Contract Administrator | $8,708 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 14 · EIN 82-3719843 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Plan Administrator | $5,189 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,540 | $50,666+15.5% | $76,817-23.8% | $65,185-10.2% |
| Participation rate | 76.6% | 68.8%+7.8pp | 72.1%+4.6pp | 70.2%+6.4pp |
| Annual return | 6.01% | 28.51%-22.5pp | 1166.11%-1160.1pp | 29.38%-23.4pp |
| Employer contribution / active EE | $1,316 | $1,575-16.4% | $2,302-42.8% | $2,177-39.5% |
| Participant deferral / active EE | $3,623 | $2,647+36.9% | $3,336+8.6% | $3,514+3.1% |
| Admin fee / account holder | $323 | $463-30.2% | $6,420-95.0% | $847-61.9% |