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 | $17,818 |
Filed as: GLOBAL RETIREMENT PARTNERS. Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,035 | $76,050+2.6% | $96,544-19.2% | $71,457+9.2% |
| Participation rate | 88.6% | 74.4%+14.1pp | 76.0%+12.6pp | 67.9%+20.6pp |
| Annual return | 15.93% | 22.81%-6.9pp | 25.84%-9.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,117 | $2,244-50.2% | $2,965-62.3% | $2,588-56.8% |
| Participant deferral / active EE | $3,371 | $4,215-20.0% | $4,851-30.5% | $4,289-21.4% |
| Admin fee / account holder | $158 | $2,707-94.2% | $8,252-98.1% | $1,587-90.1% |