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 | $18,963 |
Filed as: GLOBAL RETIREMENT PARTNERS. Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,000 |
RKL LLP1 year Service code 10 PO BOX 8404 · LANCASTER, PA 176048404 | Accounting | $11,205 |
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 | $93,563 | $79,171+18.2% | $102,423-8.7% | $74,495+25.6% |
| Participation rate | 79.6% | 74.8%+4.8pp | 76.5%+3.1pp | 67.2%+12.4pp |
| Annual return | 13.09% | 54.93%-41.8pp | 29.32%-16.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $993 | $2,362-58.0% | $3,023-67.2% | $2,623-62.1% |
| Participant deferral / active EE | $2,800 | $4,415-36.6% | $5,053-44.6% | $4,346-35.6% |
| Admin fee / account holder | $270 | $2,001-86.5% | $9,451-97.1% | $1,942-86.1% |