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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,000 |
ARNETT CARBIS TOOTHMAN LLP4 years Service code 10 PO BOX 45723 · BALTIMORE, MD 21297 | Accounting | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,448 | $58,879-80.6% | $178,490-93.6% | $73,488-84.4% |
| Participation rate | 72.1% | 66.2%+5.9pp | 81.9%-9.8pp | 70.7%+1.4pp |
| Annual return | 8.59% | 24.86%-16.3pp | 151.07%-142.5pp | 28.51%-19.9pp |
| Employer contribution / active EE | $1,097 | $2,236-50.9% | $5,011-78.1% | $2,270-51.7% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $156 | $400-61.0% | $13,984-98.9% | $513-69.6% |